Deliver Expert Financial Guidance

18 hours ago


Surat, Gujarat, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 15,00,000

Senior Financial Strategist

We are seeking an experienced professional to join our team as a Senior Financial Strategist.

About the Role

This is a remote, full-time position that involves developing and implementing comprehensive financial strategies for high-net-worth clients across Australia.

As a Senior Financial Strategist, you will be responsible for preparing compliant advice documents, conducting detailed financial modelling, and analyzing product options.

You will also work closely with our advisory team to develop strategy papers, implement client solutions, and manage workflows.

Key Responsibilities

  • Prepare Statements of Advice (SoAs) and Records of Advice (RoAs)
  • Conduct detailed financial modelling and product analysis using XPLAN
  • Develop comprehensive financial strategy papers outlining client goals, risk management, and investment recommendations

Requirements

  • Minimum 4 years' experience in paraplanning or technical financial advice support roles
  • Strong understanding of Australian financial regulations and compliance
  • Demonstrated experience in developing strategy papers and advice narratives

What We Offer

A stable, remote work arrangement, opportunities for career progression, and performance-based growth.



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