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4 hours ago
We are seeking an experienced Senior Financial Planner to join our elite remote team. As a Senior Financial Planner, you will be responsible for independently managing complex financial tasks, working within a fast-paced environment, and contributing meaningfully to the strategic development of financial solutions.
Key Responsibilities:- Financial Planning & Advice Support
- Prepare compliant, technically sound Statements of Advice (SoAs) and Records of Advice (RoAs).
- Conduct detailed financial modelling, legislative research, and product analysis.
- Use advanced financial software to construct advice documents in line with regulatory standards.
- Strategy Paper 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 advisers to refine and present strategy documentation during the financial planning process.
- Implementation & Client Workflow
- Execute full pre-boarding, onboarding, and implementation of client financial plans.
- Manage rollovers, contributions, investment switches, insurance applications, and other financial advice actions from end to end.
- Communicate with clients and providers to ensure accuracy and timeliness of all implementation tasks.
- Systems & Process Management
- Utilize advanced financial software for advice production and CRM tracking.
- Leverage project management tools to manage workflows, automation, and communications.
- Identify and improve operational bottlenecks to drive efficiency and effectiveness.
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