Senior Practice Support Officer

Company description:

Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services

Job description:

• Join a leading Wealth Management, advice-led organisation
• Melbourne Based
• Max Term til July 2026 Full Time Opportunity

The opportunity to join our team

We're seeking a proactive and client-focused Senior Practice Support Officer to deliver high-quality advice administration and support services. Working closely with advisers, paraplanners, and clients, you'll help deliver tailored financial solutions, ensure compliance, and contribute to continuous process improvements. This role is ideal for someone passionate about delivering great client outcomes and driving efficiency within a collaborative team environment.

Key Responsibilities:

• Prepare and support advice documentation and client reviews
• Conduct research and modelling using tools like Xtools+, WealthSolver, and Risk Researcher
• Collaborate with advisers and paraplanners to implement tailored client strategies
• Support advice implementation and client service activities
• Maintain accurate client records, contracts, and documentation
• Ensure compliance with governance frameworks and internal policies
• Drive improvements in client experience and advice delivery processes
• Promote the use of technology to enhance efficiency and service quality
• Foster strong client relationships and communicate complex information clearly
• Contribute to team development through mentoring and collaboration

What you will bring:

• Client-Focused Service Excellence: Delivers high-quality, client-centric service with integrity and professionalism.
• Strong Relationship Management: Builds trust through responsive, effective communication with clients and stakeholders.
• Analytical & Detail-Oriented: Applies critical thinking and ensures accuracy in financial analysis and documentation.
• Organised & Results-Driven: Manages multiple priorities effectively and follows through to deliver outcomes.
• Innovative & Solutions-Oriented: Identifies opportunities for improvement and drives efficiency through innovation.
• Collaborative Team Player: Works well across teams, values shared goals, and fosters a positive team environment.
• Adaptable & Committed to Growth: Embraces change and actively seeks opportunities for continuous learning.
• Industry Knowledge (Preferred): Relevant qualifications (e.g. ADFP, RG146) and experience in financial planning support or advice operations.

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you'll be making a positive impact in people's lives straightaway - and every day. The first point of contact for our clients whenever they need support.

Along the way, you'll be free to learn new skills, grow, and get great things done. Around here, we like to call it "putting our fingerprints on the future".

Showing up for every Australian

We're one of Australia's leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you - what matters to you, matters to us.

To Apply

Read more about why you should join our team

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.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.