Advice Technology Analyst

• Work with a supportive Team
• Sydney or Melbourne Location
• Hybrid Working – 40% in Office Attendance

The opportunity to join our team

Great opportunity to join our Business Solutions Team as an Advice Technology Analyst. In this role you will assist our advisers and support staff over the phone or on email working from 8.30-5pm Monday- Friday. This position will suit someone who loves the industry and is keen to build a career in Enablement.

Key Responsibilities:

• Respond to technology enquiries via email and phone
• Prioritisation of work to ensure critical issues are managed in a timely manner
• Work closely with business units to help deliver initiatives and support the implementation of change
• Deliver high-quality service in accordance with agreed Service Level Agreements (SLA's)
• Provide training to other staff and team members

What you will bring:

• Solid experience within financial planning
• Customer Service mindset
• Stakeholder management skills
• Problem solving skills and ability to be self sufficient
• Initiative and real eagerness to learn
• Xplan experience is essential
• RG146 compliant preferable

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 https://www.insigniafinancial.com.au/careers/working-with-us/why-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.