Maintain technical knowledge of risk and compliance
Identify trends in advice application
Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives
Job Summary
Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.
Success will be demonstrated by advisers who are comfortable to give quality advice in the core strategies, using provided/approved Advice tools and process within our rules.
At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.
Matching Summary
Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.
Skills & Requirements
Must-have
Develop and deliver advice guidance materials
Maintain technical knowledge of risk and compliance
Identify trends in advice application
Develop and maintain advice document templates
Communicate and engage with Planners
Nice-to-have
Help people embrace Healthier, Longer, Better Lives
Supportive and inclusive managers
Health and Wellbeing initiatives
Key Requirements
Relevant Degree/Diploma preferred
Experience in Financial Planning industry
Strong knowledge of advice processes
Sound appreciation of Microsoft Office and Advice software
Ability to think strategically
Strong communication and influencing skills
Ability to manage internal and external relationships