Senior Financial Strategist

3 days ago

Nellore, Andhra Pradesh, India beBeeStrategist Full time ₹ 80,00,000 - ₹ 1,20,00,000

About This Opportunity:

We are seeking a skilled Senior Financial Strategist to join our elite team. This is an opportunity to work with a leading advisory firm and contribute to delivering high-quality financial solutions to clients.

The successful candidate will have a minimum of 4+ years of experience in financial planning or technical support roles, with a strong understanding of Australian financial regulations, compliance, and client strategy.

Key Responsibilities:

  • Financial Planning & Advice Support:
    • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
    • Conduct detailed financial modelling, legislative research, and product analysis.
    • Use XPLAN to construct advice documents in line with ASIC and licensee standards.
  • Strategy Development:
    • Build comprehensive financial strategy papers outlining rationale, benefits, risks, and implementation approach for recommended strategies.
    • Translate complex financial scenarios into clear, 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.
  • 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.

What We Offer:

  • A stable full-time position.
  • Opportunity to work with a leading advisory firm.
  • Clear career progression and performance-based growth opportunities.
  • A collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.

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