Senior Financial Strategist

20 hours ago

Kollam, Kerala, India beBeeParaplanner Full time ₹ 90,00,000 - ₹ 1,20,00,000
Senior Paraplanner">

We are seeking a seasoned professional to join our team as a Senior Paraplanner. This role is designed for an individual who can independently own and manage complex tasks, work within a fast-paced environment, and contribute meaningfully to the strategic development of advice solutions.

Pure Private Wealth is an award-winning Australian financial advisory firm known for delivering high-quality, results-driven financial strategies to high-net-worth clients across Australia.

Key Responsibilities:
  • Technical Advice Preparation:
    • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
    • Conduct detailed financial modelling, legislative research, and product analysis.
    • Use XPLAN to construct advice documents in line with ASIC and licensee standards.
  • Strategy Paper Development:
    • Build and draft comprehensive financial strategy papers, 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 advice process.
  • Implementation & Client Workflow:
    • Execute 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 XPLAN for advice production and CRM tracking.
    • Leverage GoHighLevel (GHL) to manage workflows, automation, and communications.
    • Identify and improve operational bottlenecks to drive efficiency.

Required Experience & Skills:

  • 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) 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).

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