High Net Worth Strategy Specialist

4 days ago

India beBeeCareer Full time AU$ 1,20,000 - AU$ 1,50,000
Senior Paraplanning Opportunity

We are seeking an experienced Senior Paraplanner to join our remote team. This role offers a stable full-time position with the opportunity to work on complex, high-net-worth client strategies.

About the Role

This is a senior-level paraplanning position that requires a minimum of 4+ years of experience in the financial advice industry. The successful candidate will have a strong understanding of Australian financial advice regulations, compliance, and client strategy.

  • Prepare compliant 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.
Key Responsibilities
  1. Paraplanning & Advice Support
  • 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.
Strategy Paper Development
  • 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.
Implementation & Client Workflow
  • Identify and improve operational bottlenecks to drive efficiency.
Benefits
  • 100% remote work.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth 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.
  • Demonstrated experience in developing detailed strategy papers and advice narratives.
  • Advanced working knowledge of XPLAN (mandatory).
  • 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.

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