Professional Services Manager

AIA Australia

Australia
Drive advice process design
Develop planner support materials
Ensure compliant advice guidance
AIA is driven by its purpose to make a difference by helping people embrace Healthier, Longer, Better Lives

Job Summary

  • AIA is driven by its purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.
  • The Professional Services Manager will drive, design, and develop an advice process to support planners in delivering efficient and effective advice.
  • AIA offers training and development, career development through internal mobility, additional leave days, and health and wellbeing initiatives.

Matching Summary

AIA is driven by its purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.

Skills & Requirements

Must-have

  • drive advice process design
  • develop planner support materials
  • ensure compliant advice guidance
  • maintain technical knowledge
  • identify advice trends
  • develop advice document templates

Nice-to-have

  • strategic thinking and implementation
  • internal and external relationship management
  • risk mindset and discussion
  • health and wellbeing initiatives

Key Requirements

  • Relevant Degree/Diploma preferred
  • Experience in Financial Planning industry
  • Strong knowledge of advice processes
  • Knowledge of technical strategies and compliance
  • Appreciation of Microsoft Office and Advice software
  • Ability to manage internal and external relationships

Work Rights

Not specified

Tailored Resume

Cover Letter