Practice Support Officer

3 weeks ago

Sydney, Australia IOOF Holdings Full time

**Date**:22 Nov 2023**Location**:Sydney, NSW, AU, 2000**Employment Type**:Permanent Full Time- **Work for a leading Wealth Management and advice-led organisation**:

- **Join a team that values its people and culture**:

- **Sydney/Wollongong based with hybrid working arrangements available**

**The Role**

Reporting to the Advice Practice Operations Manager, this role will see you prepare information and meeting packs, update records, facilitate the implementation of recommendations and manage the scheduling and confirmation of client meetings. You’ll also prepare documents and provide support for day-to-day client queries.

Other aspects of the role include looking at ways to create efficiencies for the team by helping to drive technology use and identify opportunities for productivity improvements to systems and procedures, build and maintain a solid understanding of products and processes across Insignia Financial, including use of Xplan, and other practice/product data management systems. On top of this, being client focussed, you’ll help to contribute to our nationally consistent client experience across all practice areas.
- Ideally, having industry qualifications (e.g. ADFP) and/or RG-146 is a huge advantage, as too is recent financial planning administration experience. It would be great if you have an understanding of Advice Industry regulations and legislation, products and strategies.
You’re great at managing multiple priorities, are results driven and love to collaborate with those that you work with. A proven relationship management extraordinaire, you provide exceptional service with all those you interact with, and you have an analytical mindset. With your strong attention to detail and high level of adaptability, you’re excited at the prospect of joining the Bridges team.**Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day

**Life at Insignia Financial**

We’re one of Australia’s leading financial wellbeing organisations and we’re transforming the way every day Australians interact with financial advice and their super. We’re available to all and we look after every client like they’re our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.

Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.

**To Apply**
- 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._

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