AIA

Professional Services Manager

AIA

full-time

Posted on:

Location Type: Office

Location: Melbourne • Australia

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About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
advice processestechnical strategiescompliance requirementsrisk issuesregulatory changesadvice document templatesimplementation approach
Soft Skills
strong communicationinfluencing skillsrelationship managementstrategic thinkingteam collaboration
Certifications
Relevant Degree/DiplomaASIC education guidelines