Senior Financial Planner

22 hours ago


India beBeeFinancial Full time AU$ 1,00,000 - AU$ 1,20,000
Financial Planning Professional

This is a senior role designed for experienced professionals who can independently manage complex tasks and contribute to the strategic development of advice solutions.

Key Responsibilities:
  • Advice Support & Financial Modelling
    • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
    • Conduct detailed financial analysis, legislative research, and product evaluation.
    • Construct advice documents in line with industry standards using XPLAN.
  • Strategy Development
    • Build comprehensive financial strategy papers outlining rationale, benefits, risks, and implementation approach.
    • Translate complex financial scenarios into clear client-ready strategies.
    • Collaborate with advisers to refine and present strategy documentation during the advice process.
  • Implementation & Client Workflow


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