Chief Financial Strategist

9 hours ago

Kanpur, Uttar Pradesh, India beBeeFinancial Full time AU$ 90,000 - AU$ 1,15,000
Senior Financial Adviser Position

We are seeking a highly experienced Senior Financial Adviser to join our elite team. As a key member of the advisory team, you will be responsible for providing technical advice support and preparing detailed financial strategies.

Key Responsibilities:
  • Prepare compliant, technically sound financial strategies and advice documents.
  • Conduct detailed financial modelling, legislative research, and product analysis.
  • Use advanced software to construct advice documents in line with regulatory standards.

Strategy Development:

  • Build and draft comprehensive financial strategy papers, clearly outlining the rationale, benefits, risks, and implementation approach for recommended strategies.
  • 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 for advice production and CRM tracking.
  • Leverage workflow management tools to streamline communication and task allocation.
  • Identify and improve operational bottlenecks to drive efficiency.

Requirements:

  • Minimum 4 years' experience in senior financial adviser or technical financial advice support roles.
  • Strong understanding of Australian financial regulations, compliance, and client strategy.
  • Demonstrated experience in developing detailed strategy papers and advice narratives.
  • Advanced working knowledge of XPLAN (mandatory) and GoHighLevel (GHL) (preferred).
  • 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.
  • Degree in Financial Planning, Accounting, Business, or related field (preferred but not essential).

What We Offer:

  • 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.

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