Remote Senior Financial Advisor Position

4 days ago

Dindigul, Tamil Nadu, India beBeeFinancial Full time AU$ 1,20,000 - AU$ 1,50,000
Senior Financial Advisor

This role is designed for a seasoned professional who can independently own and manage complex tasks, work within a fast-paced environment, and contribute meaningfully to the strategic development of advice solutions.

Key Responsibilities:

  • Prepare compliant, technically sound Statements of Advice (SoAs) and Records of Advice (RoAs).
  • Conduct detailed financial modelling, legislative research, and product analysis.
  • Use advanced software tools to construct advice documents in line with regulatory standards.

Strategy Paper Development

  • Build and draft comprehensive financial strategy papers, clearly outlining the rationale, benefits, risks, and implementation approach for recommended strategies.
  • Translate complex financial scenarios into clear, client-ready written strategies.
  • Collaborate with colleagues to refine and present strategy documentation during the advice process.

Implementation & Client Workflow

  • Execute full pre-boarding, onboarding, and implementation of client strategies.
  • Manage rollovers, contributions, investment switches, insurance applications, and other advice actions from end to end.
  • Communicate with clients and providers to ensure accuracy and timeliness of all implementation tasks.

Systems & Process Management

  • Use advanced software tools for advice production and CRM tracking.
  • Leverage technology to manage workflows, automation, and communications.
  • Identify and improve operational bottlenecks to drive efficiency.

Required Skills and Qualifications

  • Minimum 4 years' experience in paraplanning or technical financial advice support roles.
  • Strong understanding of Australian financial advice regulations, compliance, and client strategy.
  • Demonstrated experience in developing detailed strategy papers and advice narratives.
  • Advanced working knowledge of advanced software tools (mandatory) and technology platforms (preferred).
  • Excellent written English and technical communication skills.
  • Strong time management and task prioritisation skills.
  • Proven ability to take ownership, work autonomously, and deliver results at a high standard.
  • Degree in Financial Planning, Accounting, Business, or related field (preferred but not essential).

What We Offer

  • 100% remote work opportunity.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.

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