Elite Remote Paraplanning Professional

1 week ago

Kanpur, Uttar Pradesh, India beBeeParaplanning Full time AU$ 80,000 - AU$ 1,10,000
Senior Paraplanner

We are seeking a highly skilled and experienced Senior Paraplanner to join our elite remote team. As a key member of our advisory firm, you will be responsible for delivering high-quality financial advice and strategies to our clients.

This is an exciting opportunity for a seasoned professional to take ownership of complex tasks, work independently in a fast-paced environment, and contribute meaningfully to the development of strategic advice solutions.

  • Prepare compliant and 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 that meet ASIC and licensee standards.
Strategy Paper Development
  • Build and draft comprehensive financial strategy papers that clearly outline the rationale, benefits, risks, and implementation approach for recommended strategies.
  • Translate complex financial scenarios into clear and concise 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.
Required Skills & Qualifications
  • 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).
What We Offer
  • 100% remote work, stable full-time position.
  • Opportunity to work with a leading boutique advisory firm.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.

This is an excellent opportunity for a senior-level paraplanner to join a dynamic and growing advisory firm. If you are confident in building strategy papers, handling full client implementation, and delivering high-quality advice, we encourage you to apply.

  • Accounting Professional

    4 days ago

    Kanpur, Uttar Pradesh, India beBeeFinance Full time ₹ 8,00,000 - ₹ 10,00,000

    Job Title: Financial Accounting SpecialistAbout the RoleThis is a contract remote opportunity for a Financial Accounting Specialist to join our team. The successful candidate will be responsible for managing and maintaining financial data, ensuring accurate and timely postings, and providing analytical insights to inform business...

  • Remote Software Developer

    6 days ago

    Kanpur, Uttar Pradesh, India beBeeSoftware Full time ₹ 8,00,000 - ₹ 15,00,000

    Job SummaryWe are seeking a skilled API Engineer to join our team. This is a full-time remote role that involves software development, object-oriented programming (OOP), and working with embedded systems.The ideal candidate will have strong problem-solving skills and be able to work independently and remotely.Key ResponsibilitiesDesign, develop, and...

  • Remote Network Engineer

    8 hours ago

    Kanpur, Uttar Pradesh, India beBeeRemoteSupport Full time ₹ 12,00,000 - ₹ 20,00,000

    Job Title: Remote Network EngineerDescription:We are seeking a highly skilled Network Remote Support professional to join our team. This role requires experience in network routing, switching, and security with expertise in Cisco and Arista technologies.The ideal candidate will have proficiency in security firewalls, next-gen firewalls, and firewall as a...

  • Remote Reservation Specialist

    6 days ago

    Kanpur, Uttar Pradesh, India beBeeReservation Full time ₹ 4,00,000 - ₹ 8,00,000

    We are seeking a skilled reservationist to support a leading short-term vacation rental company. This is a remote position requiring exceptional communication skills to ensure outstanding guest experiences and efficient management of reservations.This role involves processing refund requests, resolving billing discrepancies, addressing guest inquiries, and...

  • Corporate Sales Associate

    1 week ago

    Kanpur, Uttar Pradesh, India The Professional Calm Full time

    About the jobJoin Our Team as a Sales Representative at The Professional CALMThe Professional CALM is dedicated to helping corporate professionals remove work-related anxiety using our unique Mind Empowerment Therapy. This innovative approach blends NLP, CBT, and EMDR techniques, all without the need for medications. Our mission is to empower individuals to...

  • Remote General Practitioner, Yulara NT

    2 days ago

    Kanpur, Uttar Pradesh, India Northern Territory PHN Full time ₹ 2,43,841 - ₹ 2,89,238 per year

    Exciting opportunity in Yulara Northern Territory Attractive compensation package: $243,841- $289,238 Full-time, part-time and casual positions available Central Australian Aboriginal Congress (Congress) are proud to announce new full-time, part-time, and casual roles in amazing remote locations. Congress is expanding services into additional remote...

  • Chief Growth Strategist

    3 days ago

    Kanpur, Uttar Pradesh, India beBeeAnalytical Full time

    Marketing Professional OpportunityAbout the RoleYou will be a key member of our elite team focused on driving direct growth efforts. You won't just identify problems, but roll up your sleeves and solve them. Explore partnership opportunities, experiment with new channels, audiences, and creative strategies. We're looking for someone with a strong...

  • Remote Structural Expert Wanted

    1 week ago

    Kanpur, Uttar Pradesh, India beBeeStructuralEngineer Full time ₹ 8,00,000 - ₹ 12,00,000

    Expert structural engineers sought for a remote collaboration with an Italian firm. We offer first professional experience on real European projects, along with training and mentoring from senior experts.As a recent Master's graduate in Structural Engineering, you will be part of an international team working on complex infrastructures such as bridges and...

  • Visual Designer

    6 days ago

    Kanpur, Uttar Pradesh, India beBeeDesigner Full time US$ 70,000 - US$ 1,10,000

    Job Description:We are looking for a skilled visual designer who can bring creative ideas to life through engaging digital experiences and motion graphics. Our ideal candidate has expertise in graphic design, UI/UX, or motion graphics and is proficient in industry-standard tools like Figma and Adobe Suite. Required Skills and Qualifications:Expertise in one...

  • casual fifo remote area midwife

    3 days ago

    Kanpur, Uttar Pradesh, India Miwatj Health Full time ₹ 7,950 - ₹ 85,040 per year

    Your opportunity. Be part of something bigger. Are you a compassionate and experienced Remote Area Midwife looking for a career that makes a real difference? Join Miwatj Health Aboriginal Corporation and step into a role that goes beyond healthcare, where you'll provide holistic, community-centered care across East Arnhem Land. As part of our dedicated,...