Practice Support Officer

• Champion providing client service and administrative adviser support
• Brisbane based role with hybrid working arrangements
• Leading Australian Wealth Management organisation.

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 a Practice Support Officer for our Advice business.

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

We have an exciting opportunity for a Practice Support Officer to join our Bridges team. You will be responsible for all administrative functions related to supporting Financial Advisors in the provision of market-leading, client-centric advice and ongoing service to new and existing clients. You will be  working with a team of financial planning support specialists, providing key client relationship management to assist the Financial Advisers.

Key Responsibilities:

• Advice Delivery - preparing information and meeting packs and facilitating pre, during and post meeting activities.
• Updating client records to ensure minimum information and data recording standards are met
• Facilitating the implementation of recommendations and recording FTSA/CSA contracts
• Manage the scheduling and confirming of client meetings, preparing documentation and providing support for day-to-day client queries regarding product/strategy review requirements
• Governance - manage risk proactively; meet all policy and compliance requirements
• Client Experience - foster professional, genuine and meaningful connections that build confidence and trust with clients.
• Create efficiencies for our team by helping to drive technology use and identify opportunities for productivity improvements to systems and procedures.
• Develop a solid understanding of products and processes across Insignia Financial, including use of Xplan, and other practice/product data management systems
• Identify opportunity for process improvement to support the client and compliant and sustainable running of the Practice

To Be Successful in This Role You Will Possess:

• Experience working in financial services; financial planning administration experience advantageous preferably providing support to financial advisers
• Industry qualifications. (e.g. ADFP) and/ or RG-146 advantageous
• Understanding of Advice Industry regulations and legislation, products and strategies advantageous

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.

Insignia Financial is conscious of our WHS obligations and is committed to providing a safe workplace for everyone. As such, we require all new employees to be able to comply with our National COVID-19 Vaccination Policy. We will gladly and openly discuss this with you during the recruitment process if you wish.

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