
Senior Financial Strategy Advisor
2 days ago
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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