Strategic Financial Planner

24 hours ago

Thrissur, Kerala, India beBeeParaplanning Full time AU$ 98,765 - AU$ 1,23,456

We are seeking a seasoned Senior Paraplanner to join our elite remote team.

This is an exceptional opportunity for a skilled paraplanner with a minimum of 4+ years of experience in the financial advice industry.

Key responsibilities include:

  • 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 standards.

The ideal candidate will have:

  • A minimum of 4 years' experience in paraplanning or technical financial advice support roles.
  • A strong understanding of Australian financial advice regulations and compliance.
  • Demonstrated experience in developing strategy papers and advice narratives.
  • An advanced working knowledge of XPLAN and GoHighLevel.

We offer:

  • 100% remote work
  • Career progression and performance-based growth opportunities
  • A collaborative culture that values performance and innovation

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