Practice Support Officer Location: Sydney, NSW, AU, 2000
Employment Type: Permanent Full Time
The opportunity to join our team 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 the Financial Advisers.
Key Responsibilities: Advice Delivery – preparing information and 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 sustainable running of the practice. What you will bring: 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. To Apply Read more about why you should join our team here .
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.
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