Senior Financial Strategist

1 week ago


Thāne, Maharashtra, India beBeeStrategist Full time AU$ 90,000 - AU$ 1,20,000

As a Senior Paraplanner, you will play a critical role in delivering high-quality financial strategies to clients. We are seeking an experienced professional with a minimum of 4+ years of experience in the financial services industry.

Key Responsibilities
  • Technical Advice Preparation:
    • Prepare compliant Statements of Advice and Records of Advice.
    • 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 outlining rationale, benefits, risks, and implementation approach.
    • 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 systems for advice production and CRM tracking.
    • Leverage workflow management tools to drive efficiency and improve operational processes.


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