Professional Financial Strategist

1 day ago


Kota, Rajasthan, India beBeeCareer Full time ₹ 18,00,000 - ₹ 20,00,000
Senior Paraplanner Role Overview

We are seeking a seasoned paraplanning professional to join our elite remote team as a Senior Paraplanner. This role offers an excellent opportunity for growth and development in a dynamic environment.

About the Role

The successful candidate will have 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. Key responsibilities will include:

  • Preparing compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
  • Conducting detailed financial modelling, legislative research, and product analysis
  • Using XPLAN to construct advice documents in line with ASIC and licensee standards

The ideal candidate will be able to work autonomously, manage complex tasks, and contribute meaningfully to the strategic development of advice solutions.

Key Skills and Qualifications

To be successful in this role, you will need:

  • A minimum of 4 years' experience in paraplanning or technical financial advice support roles
  • Strong written English and technical communication skills
  • Advanced working knowledge of XPLAN (mandatory) and GoHighLevel (GHL) (preferred)
  • Proven ability to take ownership, work independently, and deliver results at a high standard
What We Offer

This role offers a stable full-time position with opportunities for career progression and performance-based growth. You will be part of a collaborative culture that values performance, ownership, and innovation.

If you're a senior-level paraplanner looking for a new challenge, this role could be for you.



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