Professional Services Manager

AIA

Strong knowledge of advice processes
Technical knowledge of risk issues
Compliance with regulatory requirements
The role involves driving quality advice outcomes by ensuring compliant and practical guidance materials are available for planners

Job Summary

  • The role involves driving quality advice outcomes by ensuring compliant and practical guidance materials are available for planners.
  • Candidates must partner with subject matter experts to investigate the impact of regulatory changes on advice guidance materials.
  • AIA offers career development through internal mobility opportunities and flexible working arrangements to support employee wellbeing.

Matching Summary

The role involves driving quality advice outcomes by ensuring compliant and practical guidance materials are available for planners.

Skills & Requirements

Must-have

  • Strong knowledge of advice processes
  • Technical knowledge of risk issues
  • Compliance with regulatory requirements
  • Ability to develop advice document templates
  • Experience in Financial Planning industry

Nice-to-have

  • Strategic thinking and disciplined implementation
  • Strong verbal and written communication skills
  • Sound appreciation of Microsoft Office software
  • Ability to manage internal relationships
  • Risk mindset and proactive identification

Key Requirements

  • Relevant Degree/Diploma per ASIC guidelines
  • Experience within Financial Planning industry
  • 12-month contract period

Work Rights

Not specified

Tailored Resume

Cover Letter