Senior Paraplanner Role Available

2 days ago

Belgaum, Karnataka, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 14,00,000

Job Title: Technical Financial Advisor

">

Join Our Team as a Seasoned Financial Strategist

">
  • Key Responsibilities:
  • Prepare 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 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 Skills and Qualifications

">
  • 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).

What We Offer

">
  • 100% remote work, stable full-time position.
  • Opportunity to work with one of Australia's leading boutique advisory firms.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.

  • Senior Quantitative Researcher

    10 hours ago

    Belgaum, Karnataka, India beBeeQuantitative Full time US$ 1,50,000 - US$ 2,00,000

    Unlock Next-Generation Trading SystemsA senior role in quantitative research is available to drive innovation with a leading edge approach.Key Responsibilities:Develop and refine cutting-edge trading strategies on proprietary platforms.Extract valuable insights from extensive financial datasets.Collaborate with traders and engineers to enhance strategy...

  • Actuarial Specialist Filing Role

    4 days ago

    Belgaum, Karnataka, India beBeeInsurancedataanalysis Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: Insurance Pricing AnalystA key role in our company is available for an Insurance Pricing Analyst. This position requires the ability to analyze and interpret complex data, as well as communicate findings effectively. The ideal candidate will have a strong understanding of actuarial concepts and be able to apply this knowledge to real-world...

  • Vascular Medicine Specialist Position Available

    2 days ago

    Belgaum, Karnataka, India beBeeVascular Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: Vascular Surgery ExpertJob DescriptionIn this role, you will be responsible for delivering high-quality medical care and expertise in diagnosing, treating, and managing diseases and conditions related to the vascular system.As a senior specialist, your primary focus will be on providing comprehensive evaluations of patients with vascular...

  • Data Innovation Lead

    3 days ago

    Belgaum, Karnataka, India beBeeDataEngineer Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Senior Data EngineerThis role involves leading a team of data engineers in developing and implementing innovative solutions for data processing and analytics.About the Position:As a Senior Data Engineer, you will be responsible for designing and building large-scale data pipelines to meet business requirements. You will collaborate with cross-functional...

  • Creative Interior Designer Role

    21 hours ago

    Belgaum, Karnataka, India beBeeInteriorDesigner Full time ₹ 12,00,000 - ₹ 15,00,000

    Senior Interior Design PositionWe are seeking a talented Senior Interior Designer to spearhead our residential and commercial interior projects.Translate client requirements into functional designs, balancing aesthetics with technical specifications.Prepare and present comprehensive quotations, BOQs, and design proposals that meet client expectations.Oversee...

  • Senior Network Engineer

    13 hours ago

    Belgaum, Karnataka, India Talentmatics Full time

    We are seeking a Senior Network Engineer with 6–7 years of professional experience to join our Infrastructure team. The role involves monitoring, troubleshooting, and resolving complex network issues in a global environment. You will work with Cisco routing technologies, coordinate with global service providers, and ensure uninterrupted network...

  • Creative Junior Animator Position Available

    12 hours ago

    Belgaum, Karnataka, India beBeeAnimator Full time ₹ 4,00,000 - ₹ 7,00,000

    About Us:We're revolutionising the nutraceutical industry by providing high-quality, science-backed supplements and wellness products directly to consumers. Our mission is to empower individuals to take control of their health and well-being through education, transparency, and access to premium nutritional products.Junior Video Animator Job DescriptionWe're...

  • Senior Project Manager Role

    4 hours ago

    Belgaum, Karnataka, India beBeeLeadership Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Project Leadership OpportunityThis is a challenging role that requires a seasoned professional with extensive experience in safety culture transformation projects.As a project leader, you will be responsible for engaging client top management and resolving issues for effective implementation of safety at site. You will manage the change and establish clear...

  • Senior Network Security Specialist

    3 days ago

    Belgaum, Karnataka, India beBeeNetwork Full time ₹ 1,51,00,000 - ₹ 2,01,00,000

    We are seeking a seasoned Senior Network Security Specialist to spearhead the design, deployment, and maintenance of secure network infrastructure. This role requires in-depth hands-on expertise with Fortinet FortiGate Next-Generation Firewalls (NGFW), including advanced threat protection and VPN services, as well as strong proficiency in configuring and...

  • Senior Networking Expert

    24 hours ago

    Belgaum, Karnataka, India beBeeNetworkEngineer Full time ₹ 15,00,000 - ₹ 25,00,000

    Job DescriptionOur organization is seeking a highly skilled Senior Network Engineer to oversee the monitoring, troubleshooting, and diagnosis of network issues on a 24x7x365 basis.The successful candidate will be responsible for ensuring high availability and quick restoration of global network services in collaboration with global service providers.Monitor...