
Financial Strategy Advisor
19 hours ago
Job Title: Strategic Advice Professional
We are seeking a seasoned professional to join our elite remote team as a Strategic Advice Professional. This role requires a strong background in paraplanning, technical financial advice support, and strategy development.
In this position, you will be responsible for preparing compliant Statements of Advice (SoAs) and Records of Advice (RoAs), conducting detailed financial modelling, legislative research, and product analysis. You will also develop comprehensive financial strategy papers, clearly outlining the rationale, benefits, risks, and implementation approach for recommended strategies.
Our ideal candidate has a minimum of 4+ years of experience in the financial advice industry, with a strong understanding of Australian financial advice regulations, compliance, and client strategy. They possess excellent written English and technical communication skills, with the ability to take ownership, work autonomously, and deliver results at a high standard.
Key Responsibilities:
- Prepare compliant SoAs and RoAs
- Conduct detailed financial modelling and legislative research
- Develop comprehensive financial strategy papers
- 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
- Identify and improve operational bottlenecks to drive efficiency
Required Skills & Qualifications:
- Minimum 4 years' experience in paraplanning or technical financial advice support roles
- Strong understanding of Australian financial advice regulations, compliance, and client strategy
- Demonstrated experience in developing detailed strategy papers and advice narratives
- Advanced working knowledge of XPLAN (mandatory)
- Excellent written English and technical communication skills
- Strong time management and task prioritisation skills
- Proven ability to take ownership, work autonomously, and deliver results at a high standard
Benefits:
- 100% remote work, stable full-time position
- Opportunity to work with a leading boutique advisory firm
- Clear career progression and performance-based growth opportunities
- Collaborative culture that values performance, ownership, and innovation
- Exposure to complex, high-net-worth client strategies
If you're a motivated and experienced professional looking to advance your career in strategic advice, we encourage you to apply.
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