Aia Financial Services
Financial Services
FinancialPlanner
“Financial Planner at Aia Financial Services. Skills: Financial planning, Client relationships. Provide holistic financial advice. Support clients through digital platforms”
What You'll Achieve.
Meet performance objectives; Ensure advice quality; Ensure customer satisfaction; Ensure service delivery; Ensure compliance; Ensure business growth; Ensure client retention
Industry & Context.
What They're Looking For.
Must Have
Completion of FASEA educational requirements, Registered on the ASIC Financial Adviser Register, Experience working as a Financial Planner, Experience in all areas of advice including protection conversations
What You'll Do.
Provide holistic financial advice
Support clients through digital platforms
Assist clients understand complex concepts
Understand customer circumstances
Build and maintain relationships with clients
How You'll Work.
Communication Scope
Verbal communication; Written communication
Applying for this Financial Planner role?
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