Financial Advisor Assistant

4 days ago


Meerut, Uttar Pradesh, India beBeeParaplanner Full time ₹ 20,00,000 - ₹ 25,00,000
Senior Paraplanner Job Description

We are seeking a seasoned professional to fill the role of Senior Paraplanner.

This position is designed for an experienced individual with a minimum of 4+ years of experience in the financial advice industry.

The ideal candidate will possess strong technical knowledge, excellent written English and communication skills, and be able to work independently and as part of a team.

Key Responsibilities:

  • Compliant Statement Preparation
  • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
  • Conduct detailed financial modelling, legislative research, and product analysis
  • Utilize XPLAN to construct advice documents

Additional Responsibilities:

  • Develop comprehensive financial strategy papers
  • 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
Required Skills and Qualifications
  • Minimum 4 years' experience in paraplanning or technical financial advice support roles
  • Strong understanding of Australian financial advice regulations and compliance
  • Demonstrated experience in developing strategy papers and advice narratives
  • Advanced working knowledge of XPLAN and GoHighLevel (GHL)
Benefits
  • 100% remote work
  • Clear career progression and performance-based growth opportunities
  • Collaborative culture that values performance, ownership, and innovation

To Apply: Email your CV and a short cover letter to Admin@pureprivatewealth.com.au



  • Meerut, Uttar Pradesh, India beBeeCareer Full time ₹ 9,00,000 - ₹ 12,00,000

    Academic Advisor RoleWe are seeking a highly motivated and results-driven Academic Advisor to join our team. As an Academic Advisor, you will be responsible for providing guidance and support to students as they navigate their academic journey.Key Responsibilities:Student Engagement: Build and maintain positive relationships with prospective and existing...


  • Meerut, Uttar Pradesh, India beBeeAccountant Full time ₹ 40,00,000 - ₹ 80,00,000

    Our company seeks a skilled Chartered Accountant to fill a challenging role within our Finance team.The ideal candidate will be responsible for managing direct and indirect tax compliances, financial audits, advisory services, reporting, and regulatory matters.Assist in handling direct and indirect tax compliances, including income tax, GST, TDS, and other...


  • Meerut, Uttar Pradesh, India beBeeChartered Full time ₹ 8,00,000 - ₹ 12,00,000

    Financial ProfessionalWe are seeking a highly skilled and motivated Chartered Accountant to fill this key role. As a central figure in our accounting department, you will be responsible for providing financial expertise and support to clients across various industries.Key Responsibilities:Conduct Statutory Audit, Tax Audit, and preparation of GSTR-9/9C...


  • Meerut, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 22,50,000

    Job Title: Financial Operations ManagerDescription:The successful candidate will be responsible for overseeing financial operations across multiple international offices. This role ensures the accuracy of financial reporting, adherence to global regulatory requirements, and the development of efficient financial processes.Key Responsibilities:Support the...


  • Meerut, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,18,08,000 - ₹ 2,04,24,000

    Digitide aims to revolutionize business operations by leveraging AI-led digital solutions and expert knowledge.A successful candidate will possess a strong analytical mindset, excellent communication skills, and the ability to work effectively with senior management, board members, investors, and other stakeholders.The role involves overseeing financial...


  • Meerut, Uttar Pradesh, India beBeeAccountancy Full time ₹ 6,00,000 - ₹ 10,00,000

    **Financial Management Professional Wanted**We are seeking a detail-oriented and reliable individual to manage our financial records, handle daily accounting operations, and ensure compliance with statutory requirements.The role involves maintaining books of accounts, preparing financial reports, coordinating with auditors, and supporting management in...


  • Meerut, Uttar Pradesh, India beBeeAccounting Full time ₹ 40,00,000 - ₹ 80,00,000

    Accounting SpecialistWe are seeking a highly skilled and detail-oriented accounting specialist to oversee daily accounting activities for our organization.This role involves performing general ledger functions, including journal entry posting, account reconciliation, and month-end, quarter-end, and year-end closing activities.The successful candidate will...


  • Meerut, Uttar Pradesh, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Accounting Leader RoleLead daily accounting activities for multiple regions, overseeing financial performance and reporting in line with US GAAP and APAC standards.Perform general ledger functions, including journal entry posting, account reconciliation, month-end, quarter-end, and year-end closing activities.Ensure accurate and timely financial reporting,...


  • Meerut, Uttar Pradesh, India beBeeFinancial Full time ₹ 35,00,000 - ₹ 50,00,000

    Job Title:Senior Financial StrategistMain Objective: Oversee and Direct Financial Operations for Multiple Entities.Financial Consolidation, Regulatory Compliance, and Strategic Guidance to Drive Business Growth and Governance.Detailed Preparation of Monthly, Quarterly, and Annual Financial Statements across All Group Entities in Conformity with...


  • Meerut, Uttar Pradesh, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 40,00,000

    Senior Transaction Advisory ProfessionalWe are seeking an experienced Senior Transaction Advisory Professional to join our team as a Manager.The ideal candidate will have a strong background in financial due diligence, deal advisory, and transaction services. Key responsibilities include:Leading complex, high-profile transactions such as acquisitions,...