Financial Planner

AIA

Melbourne, Australia
Holistic financial advice delivery
Client relationship management
Digital platform support
The role focuses on providing holistic financial advice tailored to client goals to help them lead healthier, longer, better lives

Job Summary

  • The role focuses on providing holistic financial advice tailored to client goals to help them lead healthier, longer, better lives.
  • Candidates must be registered on the ASIC Financial Adviser Register and have completed FASEA educational requirements.
  • The company offers extensive training, internal mobility opportunities, and additional leave days to support employee wellbeing.

Matching Summary

The role focuses on providing holistic financial advice tailored to client goals to help them lead healthier, longer, better lives.

Skills & Requirements

Must-have

  • Holistic financial advice delivery
  • Client relationship management
  • Digital platform support
  • Complex concept simplification
  • Compliance and service delivery

Nice-to-have

  • Passion for wellbeing initiatives
  • Creative problem solving mindset
  • Positive attitude towards change
  • Strong verbal communication skills

Key Requirements

  • Completion of FASEA educational requirements
  • Registration on ASIC Financial Adviser Register
  • Prior experience as a Financial Planner
  • Experience in protection conversations

Work Rights

Not specified

Tailored Resume

Cover Letter