Highly Skilled Financial Strategist Wanted

3 days ago

Rajkot, Gujarat, India beBeeParaprofessional Full time ₹ 12,00,000 - ₹ 15,00,000
**Senior Advice Professional Opportunity**
Pure Private Wealth is a leading Australian financial advisory firm, known for delivering high-quality financial strategies to high-net-worth clients across Australia. We combine deep technical knowledge with innovative advice technology underpinned by a client-centric philosophy.We are expanding our elite remote team to include only the best professionals in the industry. The successful candidate will operate as a senior-level paraplanner with a minimum of 4+ years of experience in the financial advice industry.The role is designed for a seasoned professional who can independently own and manage complex tasks, work within a fast-paced environment, and contribute meaningfully to the strategic development of advice solutions.**Key Responsibilities:**• Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).• Conduct detailed financial modelling, legislative research, and product analysis using XPLAN.• Execute full pre-boarding, onboarding, and implementation of client strategies.**Requirements:**• Minimum 4 years' experience in paraplanning or technical financial advice support roles.• Strong understanding of Australian financial advice regulations, compliance, and client strategy.• Advanced working knowledge of XPLAN.• Excellent written English and technical communication skills.**What We Offer:**• 100% remote work, stable full-time position.• Clear career progression and performance-based growth opportunities.• Collaborative culture that values performance, ownership, and innovation.• Exposure to complex, high-net-worth client strategies.

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