Practice Support Officer

4 weeks ago

Sydney, Australia IOOF Holdings Full time

**Date**:10-Jan-2023**Location**:Sydney, NSW, AU, 2000**Employment Type**:Permanent Full Time- Champion providing client service and administrative adviser support
- Sydney based role with hybrid working arrangements
- Leading Australian Wealth Management organisation

**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 our Financial Advisers.**Key Responsibilities**:

- Advice Delivery - preparing information/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 complaint and sustainable running of the practice
- Experience working in financial services; financial planning administration experience advantageous, preferably providing support to Financial Advisers
- Industry qualifications (eg. RG146) 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

**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).**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._
- 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._

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