Financial Strategy Advisor

1 day ago

Varanasi, Uttar Pradesh, India beBeeParaplanning Full time AU$ 80,000 - AU$ 1,40,000
Job Role:

Deliver high-quality financial strategies to high-net-worth clients by providing exceptional technical advice support.

We are seeking a skilled paraplanner to join our elite remote team and play a critical role in driving client success across Australia.

The Opportunity

As a senior paraplanner, you will operate across technical advice preparation, client implementation, and strategy development, working closely with senior advisers.

Key Responsibilities:

  • Technical Advice Support

  • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).

  • Conduct detailed financial modelling, legislative research, and product analysis.

  • Construct advice documents using XPLAN in line with ASIC and licensee standards.

  • Strategy Development

  • Develop 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 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

  • Utilize 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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