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Practice Support Specialist
2 months ago
We are seeking a highly skilled and motivated Practice Support Officer to join our team at Insignia Financial. As a key member of our Bridges team, you will play a vital role in supporting our Financial Advisors in delivering exceptional client service and market-leading advice.
Key Responsibilities:- Advice Delivery: Prepare information and meeting packs, facilitate pre, during, and post-meeting activities, and ensure seamless execution of recommendations.
- Client Record Management: Update client records to meet minimum information and data recording standards, ensuring accuracy and compliance.
- Implementation and Contract Management: Facilitate the implementation of recommendations, record FTSA/CSA contracts, and manage risk proactively.
- Client Experience: Foster professional, genuine, and meaningful connections with clients, building confidence and trust.
- Process Improvement: Identify opportunities for productivity improvements, drive technology use, and create efficiencies for the team.
- Product and Process Knowledge: Develop a solid understanding of Insignia Financial's products and processes, including Xplan and other practice/product data management systems.
- Experience: A minimum of [X] years of experience in financial services, preferably in financial planning administration.
- Qualifications: Industry qualifications, such as RG146, are highly desirable.
- Regulatory Knowledge: A strong understanding of Advice Industry regulations and legislation, products, and strategies is essential.
We offer a dynamic and supportive work environment, opportunities for growth and development, and a chance to make a real impact in the lives of our clients. If you're passionate about delivering exceptional client service and are looking for a challenging and rewarding role, we encourage you to apply.
