Advice Associates

AIA Financial Wellbeing was launched in 2021 as a new financial advice business with a goal to help more Australians access affordable, straightforward advice that considers the life, health and financial goals and objectives of our customers. Because we understand that financial wellbeing is linked to physical and mental wellbeing. We are operated by AIA Financial Services Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). In upholding our AFSL, we comply with ASIC and FASEA obligations and standards.

We have new opportunities available for Advice Associates to join our Financial Wellbeing business in Brisbane, Melbourne or Sydney. Within this position you will be working closely with, and support, our Financial Planners to provide comprehensive administrative and implementation support, as well as providing a highly personable and professional experience to our customers.

Provide comprehensive administrative support to Financial Planners in their delivery of Financial Advice to our customers, particularly in relation to advice implementation

Assist in preparation for customer meetings/presentations, support research, managing documentation, record management and implementation of advice to customers

Implement both personal and general advice in a timely manner

Support the delivery of Annual Service Agreement obligations to ensure customer milestones and service commitments are met

Collaborate with different parts of the business to support business initiatives and support an efficient, well-functioning team

Continuously build your knowledge of the Advice industry, legislative changes, attend professional development and compliance training sessions and complete all mandatory learning within the required timeframes