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Strategic Financial Advisor

3 weeks ago

Nellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,00,00,000
Senior Paraplanner Opportunity

We are seeking a highly skilled Senior Paraplanner to join our team. This role requires a minimum of 4+ years of experience in the financial advice industry, with a strong understanding of Australian financial advice regulations and compliance.

The successful candidate will have excellent written English and technical communication skills, as well as advanced working knowledge of XPLAN (mandatory) and GoHighLevel (GHL) (preferred).

This is a 100% remote work opportunity with a stable full-time position. We offer clear career progression and performance-based growth opportunities, as well as a collaborative culture that values performance, ownership, and innovation.

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.
Requirements:
  • Minimum 4 years' experience in paraplanning or technical financial advice support roles.
  • 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.
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.