Advice Technology Analyst

• Great opportunity to further your career within Financial Services
• Work with an industry leading Advice team
• Be part of a team and culture that values its people

Insignia Financial is one of Australia’s leading Wealth Management organisations, undertaking a rapid and exciting transformation. We are a strong and resilient business and despite the current climate, are investing in supporting our people to onboard and connect them remotely. It is in this context that we are looking for an Advice Technology Analyst.

The Business

Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).

The Role

Reporting to the Advice Tech Support Team Lead you will be responsible for providing direct support to financial planners and support staff within the Insignia Financial network.

Key Responsibilities:

• Deliver Advice Technology support: Provide first and second level support in accordance with agreed service level standards
• Provide user first-line support in via phone and email
• Develop a knowledge of the users' businesses, their requirements, and expectations of the software
• Work within the team to plan the implementation and delivery of supported Insignia Financial platforms
• Deliver a high-quality service standard in accordance with agreed Service Level Agreement (SLA's)
• Provide training to other staff and team members

To Be Successful in This Role You Will Possess:

• Relevant tertiary qualification or RG 146 Compliance highly regarded but not essential
• Knowledge of XPLAN highly regarded but not required
• Excellent interpersonal and communication skills combined with initiative and enthusiasm to provide resolutions
• A client centric approach and the ability to create and operate effectively within a highly collaborative team
• Strong organisational skills to handle multiple tasks and demonstrated ability to manage an array of tasks
• Demonstrated ability to assess areas for process improvement and implement innovation

Benefits

• In return, we offer development opportunities at an ASX top 200 company
• A professional, supportive and friendly culture
• A range of corporate and lifestyle benefits

To Apply 

Please submit your resume with a covering letter by clicking on "Apply Now". 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.  

Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.