Senior Financial Strategy Advisor

2 days ago


Mysore, Karnataka, India beBeeStrategist Full time ₹ 13,94,000 - ₹ 16,78,000
Job Description

We are seeking a Senior Financial Strategy Advisor to join our team. The ideal candidate will have a minimum of 4+ years of experience in the financial advice industry, with a strong understanding of Australian financial advice regulations, compliance, and client strategy.

  • Key Responsibilities:
  • Financial Planning & Advice Support
    • Prepare compliant, technically sound financial plans and Records of Advice (RoAs).
    • Conduct detailed financial modelling, legislative research, and product analysis.
    • Use XPLAN to construct financial documents in line with ASIC and licensee standards.
  • Strategy 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 advisers 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 XPLAN for advice production and CRM tracking.
    • Leverage GoHighLevel (GHL) to manage workflows, automation, and communications.
    • Identify and improve operational bottlenecks to drive efficiency.


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