Senior Financial Services Professional

1 day ago


Hubli, Karnataka, India beBeeParaplanner Full time AU$ 90,000 - AU$ 1,20,000
Job Opportunity

We are seeking a skilled Financial Services Professional with expertise in paraplanning to join our team.

About the Role

This senior position requires a seasoned professional with extensive knowledge of the financial advice industry, excellent communication skills and the ability to work independently.

Key Responsibilities:
  • Advice Support & Paraplanning
    • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
    • Conduct detailed financial modelling, legislative research and product analysis using XPLAN.
    • Construct advice documents in line with ASIC and licensee standards.
  • Strategy Development
    • Create comprehensive financial strategy papers outlining rationale, benefits, risks and implementation approach.
    • Translate complex financial scenarios into clear client-ready written strategies.
    • Collaborate with advisers to refine and present strategy documentation.
  • Implementation & Client Workflow
    • Execute full pre-boarding, onboarding and implementation of client strategies.
    • Manage rollovers, contributions, investment switches, insurance applications and other advice actions.
    • Communicate with clients and providers for 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.


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