Financial Advisor Specialist

4 days ago

Hubli, Karnataka, India beBeeParaplanner Full time AU$ 90,000 - AU$ 1,20,000
Senior Financial Services Professional

We are seeking a highly experienced Senior Paraplanner to join our team. As a senior-level professional, you will be responsible for independently owning and managing complex tasks, working within a fast-paced environment, and contributing meaningfully to the strategic development of advice solutions.

  • Key Responsibilities:
  • 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.

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).

What We Offer:

  • A stable, full-time position with opportunities for career progression.
  • The chance to work with a leading firm in the industry.
  • A collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.

To Apply:

  • Distinguished Financial Services Provider

    4 days ago

    Hubli, Karnataka, India beBeeAdvisory Full time ₹ 9,00,000 - ₹ 12,00,000

    Accounting Advisor Job DescriptionWe are seeking an experienced Financial Operations Specialist to join our team at a hyper-growth AI-powered accounting and financial-operations partner.Job Overview:The ideal candidate will have 2+ years of hands-on offshore accounting experience supporting SME clients. They will be responsible for owning end-to-end client...

  • Senior Financial Reporting Specialist

    2 days ago

    Hubli, Karnataka, India beBeeExpert Full time ₹ 80,00,000 - ₹ 1,60,00,000

    Financial Reporting ExpertImagine a role where you oversee the preparation of an organization's financial statements, including the balance sheet, income statement, and cash flow statement. This is your chance to lead the way in ensuring compliance with all relevant accounting standards (e.g., Ind AS, IFRS).As a Senior Manager in Financial Reporting, you...

  • Franchise Expansion Specialist

    1 day ago

    Hubli, Karnataka, India beBeeBrand Full time ₹ 18,00,000 - ₹ 24,00,000

    Franchise Expansion SpecialistThis is an exciting opportunity to represent a diverse portfolio of top and fastest-growing franchise brands across multiple industries in India.As a Franchise Expansion Specialist, you will have the unique chance to work with a wide variety of national and regional brands, serving as a trusted advisor to entrepreneurs and...

  • Financial Operations Specialist

    1 day ago

    Hubli, Karnataka, India beBeeFinance Full time ₹ 5,00,000 - ₹ 6,00,000

    Financial Operations Specialist">We are seeking a highly skilled and experienced accounting specialist to oversee financial operations, ensuring accuracy in reporting and contributing to the overall success of our company.The ideal candidate will have advanced proficiency in Yardi software, with hands-on experience in real estate or property management...

  • Senior Financial Specialist

    2 days ago

    Hubli, Karnataka, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: AccountantWe are seeking an experienced and detail-oriented accounting professional to manage financial records, perform daily accounting operations, and ensure compliance with statutory requirements.Key Responsibilities:Maintain accurate and up-to-date books of accounts using Tally ERP or equivalent software.Handle day-to-day accounting entries,...

  • Strategic Financial Advisor

    2 days ago

    Hubli, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    We are seeking a skilled Financial Strategist to join our team. This is an exciting opportunity for an individual to work with clients and develop personalized wealth management strategies.The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. A background in...

  • Financial Risk Specialist Position

    3 days ago

    Hubli, Karnataka, India beBeeRisk Full time ₹ 1,04,000 - ₹ 1,30,878

    Financial Risk SpecialistAt the heart of our organization lies a critical role: Financial Risk Specialist. This position is responsible for conducting thorough financial analyses and assessments to determine client creditworthiness.Develop effective policies and procedures to minimize risk, working closely with cross-functional teams to identify and mitigate...

  • Strategic Financial Advisor

    3 days ago

    Hubli, Karnataka, India beBeeWealth Full time ₹ 50,00,000 - ₹ 1,25,00,000

    Financial professionals seeking a challenging career path may find opportunities as Wealth Managers.About the Role:Wealth Managers play a vital role in helping high-net-worth clients achieve their long-term financial objectives. As a Wealth Manager, you will be responsible for developing and implementing tailored investment strategies to meet the unique...

  • Financial Implementation Specialist

    1 day ago

    Hubli, Karnataka, India beBeeFinance Full time ₹ 18,00,000 - ₹ 30,00,000

    Job Summary:We are seeking a highly skilled Oracle Finance Specialist to join our team.As a key member of the finance team, you will be responsible for delivering high-quality Oracle Fusion Finance implementations.Key Responsibilities:Configure and implement Oracle Financials modules, including AP, AR, FA, GL, and Fusion Tax.Develop detailed functional...

  • Financial Compliance Specialist

    3 days ago

    Hubli, Karnataka, India beBeeCompliance Full time ₹ 26,40,000

    Job SummaryAs a Financial Compliance Specialist, you will be responsible for managing financial operations, ensuring timely and accurate compliance with regulatory requirements. This role requires strong organizational skills and attention to detail.Key Responsibilities:Assist in company incorporation, licensing, and statutory filings.Prepare and manage...