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Pricing Consultant

2 months ago

Sydney, New South Wales, Australia Insignia Financial Full time
About the Role

We are seeking a highly skilled Pricing Consultant to join our team at Insignia Financial. As a key business adviser, you will be responsible for providing pricing and fee analysis and advice in relation to Wrap products.

Key Responsibilities
  • Develop and maintain an efficient and best practice approach to pricing and associated governance to ensure adherence with all IFL Group and Regulatory requirements.
  • Support the preparation and updating of PDS disclosures and SEN's, including RG97 disclosures.
  • Provide analysis and strategic insights on the business and its competitors' performance, including product margins and FUMA/Flows.
  • Build collaborative relationships with colleagues across the Business and Finance.
Requirements
  • Relevant Business, Finance/Commerce, Actuarial or Maths degree.
  • 5-10 years' experience, preferably in Financial Services, in a similar or related role.
  • Excellent wealth industry knowledge and understanding of financial results and business/market trends.
  • Strong written and verbal communication skills, coupled with critical thinking and ability, to engage and influence across a wide range of stakeholders.
  • Must be commercially minded, with strong analytical skills and business acumen.
  • Strong relationship and networking skills.
  • Ability to prioritise competing demands, adaptable and resourceful in response to changing circumstances.
  • Advanced user of Excel.
About Us

We are one of Australia's leading financial wellbeing organisations, helping people feel good about their money. We believe in creating a positive impact in people's lives and are committed to helping our people feel good about working here.

We offer flexibility, plenty of opportunity, and celebrate all the unique things that make you, you – what matters to you, matters to us.