Pricing Consultant

• At Insignia Financial, your voice, ideas and individuality counts
• Sydney based role with hybrid working arrangements
• Permanent Full-time role

The opportunity to join our team

This role will be responsible for providing pricing and fee analysis and advice in relation to Wrap products. As a key business adviser, the role is integral to shaping Wrap product pricing decisions, providing strategic commercial insights and maximising profitability through deep product understanding and interpretation of the industry and market trends.

Key Responsibilities

• Key liaison and adviser to the Wrap Business on product pricing related items such as development of new products, changes to existing products, regulatory change impacts, product or fund transitions and member remediation
• Develop, manage, and maintain an efficient and best practice approach to pricing and associated governance to ensure adherence with all IFL Group and Regulatory requirements
• Supporting the preparation/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

What you will bring

• 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

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 here 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.