Practice Support Officer

3 weeks ago

Brisbane, Queensland, Australia Insignia Financial Full time
Overview

Practice Support Officer at Insignia Financial. Location: Brisbane. Permanent Full Time opportunity.

Responsibilities
  • Advice Delivery – preparing information and meeting packs and facilitating pre, during and post meeting activities.
  • Update client records to ensure minimum information and data recording standards are met.
  • Facilitate the implementation of recommendations and record FTSA/CSA contracts.
  • Manage scheduling and confirming of client meetings, prepare documentation, and provide support for day-to-day client queries regarding product/strategy review requirements.
  • Governance – manage risk proactively; meet policy and compliance requirements.
  • Client Experience – foster professional, genuine, and meaningful connections that build confidence and trust with clients.
  • Create efficiencies for the team by driving technology use and identifying opportunities for productivity improvements to systems and procedures.
  • Develop a solid understanding of Insignia Financial products and processes, including use of Xplan and other data management systems.
  • Identify opportunities for process improvement to support the client and the sustainable running of the practice.
What You Will Bring
  • Experience in financial services; financial planning administration experience is advantageous, preferably providing support to financial advisers.
  • Industry qualifications (e.g., RG146 advantageous).
  • Understanding of Advice Industry regulations and legislation; products and strategies advantageous.
About the Role and Team

You will join a team of financial planning support specialists providing key client relationship management to assist Financial Advisers in delivering market-leading, client-centric advice and ongoing service to new and existing clients.

Minimum Requirements

Applicants will be required to provide evidence of eligibility to work in Australia and to undertake police and basic credit checks as a condition of employment. Applications from agencies will not be considered.

Apply and Next Steps

Read more about why you should join our team:

If you need an adjustment during the application process, please let us know.


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