Professional Services Manager

BE THE DIFFERENCE
At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The opportunity:

AIA currently has an opportunity available for a Professional Services Manager to join the team for a 12-month period. Within this role you will be required to drive, design and develop an advice process which supports planners to deliver advice in an efficient and effective manner.

This is done through the development and delivery of processes, tools and other support materials which support the advice process and inform and guide planners on how to provide quality advice.

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.

To do this successfully you will:

• Drive quality advice outcomes by ensuring compliant, practical and effective advice guidance materials and other planner support materials.
• Develop and maintain the required technical knowledge of risk issues and opportunities, compliance, policies, Group standards and other relevant information to ensure the advice guidance materials are in compliance.
• Proactively identify trends in the understanding and application of advice guidance materials within the Advice Process and escalate both identified and reported trends to relevant parties to determine whether any amendments need to be made to the advice guidance materials.
• Develop and maintain advice document templates which are effective for both the planner and Licensee, compliant with the regulatory requirements and easy to consume by the end customer.
• Communicate, engage with and support Planners and their line managers, through use of regular articles, in 1:1 and group settings to ensure they are aware of changes and understand the practical implications of change.
• Partner with other teams to ensure consistency and agreement within the advice process.
• Liaise with relevant subject matter experts to understand and investigate the impact of regulatory changes on advice guidance materials for advice.

Successful applications will demonstrate:

• Relevant Degree/Diploma in line with ASIC education guidelines preferred

• Experience working within the Financial Planning industry, with strong knowledge of advice processes, technical strategies and compliance requirements

• Sound appreciation of Microsoft Office and Advice software will be highly regarded

• The ability to think strategically and adopt a disciplined implementation approach

• Strong communication (verbal, written and presentation) and influencing skills

• The ability to manage internal and external relationships and work cohesively with stakeholders

• A risk mindset –All employees are expected to proactively identify, understand, openly discuss and act on current and future risks.

 

Why choose AIA:

At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.

• Access our 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

• Flexible working arrangements

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. Through life and health insurance, financial wellbeing and our total wellbeing ecosystem that includes AIA Vitality – the world’s leading science-backed wellbeing program – we’ve started a movement to make Australia the healthiest, best protected nation in the world.
 

AIA is different. Are you?
 

If you want to be part of an organisation that helps people live better every single day, apply via the link.