
Senior Financial Strategist
1 week ago
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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