Senior Financial Services Specialist

1 day ago

Malappuram, Kerala, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

We are seeking a highly experienced and skilled Senior Financial Services Specialist to join our team. This role offers the opportunity to work in a fast-paced environment, collaborating with senior advisers to develop and implement complex financial strategies for high-net-worth clients.

The ideal candidate will have a minimum of 4+ years of experience in paraplanning or technical financial advice support roles, with a strong understanding of Australian financial advice regulations and compliance.

You will be responsible for preparing compliant and technically sound Statements of Advice (SoAs) and Records of Advice (RoAs), conducting detailed financial modelling and legislative research, and using XPLAN to construct advice documents.

In addition to your technical expertise, you will possess excellent written English and communication skills, with the ability to clearly articulate complex financial concepts to clients.

Key Responsibilities:
  • Paraplanning & 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 XPLAN to construct advice documents in line with ASIC and licensee 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 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 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).

Benefits:

  • 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.

How to Apply:

If you're a senior-level professional with experience in paraplanning and technical financial advice support, we encourage you to apply for this exciting opportunity.

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