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Financial Planning Analyst

1 month ago

Melbourne, Victoria, Australia Insignia Financial Full time
Unlock Your Potential as a Financial Planning Analyst

Are you passionate about helping people achieve their financial goals? Do you have a knack for problem-solving and a desire to learn and grow? We're seeking a talented Financial Planning Analyst to join our team at Insignia Financial.

About the Role
  • Provide expert advice and support to our clients and stakeholders on financial planning and technology-related matters.
  • Work closely with our business units to deliver initiatives and support the implementation of change.
  • Develop and maintain strong relationships with our clients and stakeholders to ensure their needs are met.
  • Stay up-to-date with industry trends and developments to provide the best possible advice and support.
What We're Looking For
  • Strong experience in financial planning and customer service.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proven problem-solving skills and ability to think critically.
  • RG146 compliance is a plus.
Why Join Us?

At Insignia Financial, we're dedicated to helping people achieve their financial goals and live better lives. We offer a dynamic and supportive work environment, opportunities for growth and development, and a chance to make a real difference in people's lives.

If you're passionate about financial planning and customer service, and you're looking for a challenging and rewarding role, we'd love to hear from you.