Financial Coach

Insignia Financial; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

Insignia Financial is seeking a Financial Coach to support members with personalised coaching conversations and evolving digital solutions. You will provide General Advice, simplify complex concepts and connect members with suitable solutions to improve their financial wellbeing.

The role focuses on superannuation, investments, insurance and retirement planning, with opportunities to collaborate across Advice and Operations. RG146 and a relevant diploma are preferred.

Qualifications

• RG146 qualified with regulatory compliance for financial advice.
• Graduate Diploma of Financial Planning (GDFP) or equivalent.
• Experience in financial advice, coaching or broader financial services is valued.
• Strong communication and client service mindset.
• Ability to identify suitable solutions and pathways for members.

Responsibilities

• Provide General Advice on superannuation, investments, contributions, insurance and retirement planning strategies.
• Explain complex financial concepts in a clear, practical way.
• Connect members to suitable solutions, digital tools, education resources and personal advice pathways where suitable.
• Assist members with product applications and insurance quotations.
• Deliver strong member outcomes by building trust and encouraging action.
• Maintain CRM records with high accuracy and manage follow-ups.

Skills

Communication skills

Relationship-building

Clear explanations

Ownership & follow-through

Education

RG146 qualified

Graduate Diploma of Financial Planning

Job description

• 12 Month Contract
• Sydney, Melbourne, Brisbane
• Education and Advice, Mastertrust

The opportunity to join our team

An excellent opportunity to join the Financial Coaching team, supporting members to make informed decisions about their financial future. Through personalised coaching conversations and evolving digital solutions, you will provide guidance and General Advice, simplify complex financial concepts, help members take meaningful action and connect them with the most appropriate solutions to improve their financial wellbeing.

Key Responsibilities

• Provide General Advice on superannuation, investments, contributions, insurance and retirement planning strategies.
• Explain complex financial concepts in a clear, practical and engaging manner.
• Identify opportunities to improve member outcomes by connecting members to appropriate solutions, digital tools, education resources and personal advice pathways where suitable.
• Support members with product applications, insurance quotations and related administrative processes.
• Deliver strong member outcomes by building trust, encouraging action and supporting informed financial decision making.
• Manage member follow-up, appointments, opportunities, workflow tasks and CRM records with a high degree of accuracy.
• Respond to escalations, complaints, incidents and risk remediation activities, taking ownership through to resolution.
• Build strong stakeholder relationships across Advice, Service, Operations, Risk and other business teams while contributing to continuous improvement initiatives.

What you will bring

• A genuine passion for helping people improve their financial wellbeing.
• Strong communication and relationship-building skills, with the ability to build trust through meaningful member conversations.
• The ability to simplify complex financial concepts and help members make informed, confident decisions.
• An outcome-focused mindset with strong ownership, follow-through and the ability to balance member needs, risk requirements and business objectives.
• Sound judgement and the ability to identify, manage and escal...**
• Strong stakeholder management skills and the ability to collaborate across teams to deliver positive member and business outcomes.
• Ability to identify opportunities that improve member outcomes while supporting business growth and advice referral objectives.
• RG146 qualified.
• Experience within financial advice, financial coaching or broader financial services environments is highly regarded.
• Graduate Diploma of Financial Planning (GDFP), or equivalent financial planning qualifications will be viewed favourably.

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.

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.