Senior Financial Planning Strategist

17 hours ago

Nashik, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

We are seeking an experienced Financial Planning Strategist to join our elite team of professionals. This is a senior-level role that requires a minimum of 4 years of experience in the financial advice industry.

The successful candidate will have a strong understanding of Australian financial advice regulations, compliance, and client strategy. They will be responsible for developing comprehensive financial strategy papers, preparing Statements of Advice (SoAs), and managing client implementation.

This is a remote work opportunity, with a stable full-time position available. The ideal candidate will have excellent written English and technical communication skills, as well as strong time management and task prioritization skills.

Key Responsibilities:

  • Financial Planning Strategy: Develop detailed financial strategy papers, outlining the rationale, benefits, risks, and implementation approach for recommended strategies.
  • Client Implementation: Execute pre-boarding, onboarding, and implementation of client strategies, ensuring accuracy and timeliness of all tasks.
  • Advice Support: Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs), using XPLAN to construct advice documents in line with ASIC and licensee standards.

Required Skills and Qualifications:

  • Minimum 4 years' experience in paraplanning or technical financial advice support roles.
  • Demonstrated experience in developing detailed strategy papers and advice narratives.
  • Advanced working knowledge of XPLAN and GoHighLevel (GHL).
  • Excellent written English and technical communication skills.
  • Strong time management and task prioritization skills.

What We Offer:

  • 100% remote work, stable full-time position.
  • Opportunity to work with a leading boutique advisory firm.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture that values performance, ownership, and innovation.

To Apply:

Please email your CV and a short cover letter describing your experience and qualifications.

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