# Financial Planner

**Company**: AIA Financial Services
**Location**: Melbourne, AU-AIA
**Work arrangement**: hybrid
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://aia.wd3.myworkdayjobs.com/en-US/External/job/Melbourne-AU-AIA-Australia/Financial-Planner_JR-53602?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b34f87b6-20c

## Description

At AIA Financial Services, we understand that financial wellbeing is a critical piece of the wellbeing puzzle, intrinsically linked to physical and mental wellbeing. We offer holistic advice that considers our clients' personal and financial goals, helping them make confident decisions and lead a Healthier, Longer, Better Life.

As a trusted Financial Planner, you will provide clients with financial advice tailored to their needs and goals, ensuring performance objectives are met including advice quality, customer satisfaction and service delivery, compliance, business growth and retention.

Positions are available in Melbourne, Sydney or Brisbane.

To do this successfully you will:

- Support our clients through digital platforms by providing holistic financial advice

- Assist clients to understand complex concepts in a simple, straightforward way

- Understand the customer's circumstances, objectives and needs

- Have a passion for wellbeing and understanding the role financial advice can play in supporting financial wellbeing

- Build and maintain strong relationships with new and existing clients

Successful applications will demonstrate:

- Completion of FASEA educational requirements

- Registration on the ASIC Financial Adviser Register

- Experience working as a Financial Planner

- Experience in all areas of advice including protection conversations

- A real passion for financial advice with a strong customer focus

- Excellent verbal and written communication skills

- A creative mind with a positive attitude

Why choose AIA:

- Access training and development to build on your current skills

- Career development through internal mobility opportunities

- Work for a business helping millions of Australians and make a difference to someone's life every day

- Access additional leave days a year to recharge and refresh yourself

- Enjoy wonderful Health and Wellbeing initiatives that support you

- Work with supportive and inclusive managers

## Skills

### Required
- financial planning
- FASEA
- ASIC Financial Adviser Register
- customer service

### Nice to have
- wellbeing
- protection conversations
- digital platforms

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Source: [Apply at aia.wd3.myworkdayjobs.com](https://aia.wd3.myworkdayjobs.com/en-US/External/job/Melbourne-AU-AIA-Australia/Financial-Planner_JR-53602?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)