Financial Strategist

1 day ago

India beBeeCareer Full time AU$ 90,000 - AU$ 1,20,000

Job Opportunity for Seasoned Paraplanner

We are seeking a highly skilled Senior Paraplanner to join our team.

The ideal candidate will have a minimum of 4+ years of experience in the financial advice industry, with a strong understanding of Australian financial regulations and compliance.

Key responsibilities include:

  • Paraplanning & Advice Support
  • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
  • Conduct detailed financial modeling, 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
  • 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
  • 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

Required skills and qualifications include:

  • 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 prioritization skills
  • Proven ability to take ownership, work autonomously, and deliver results at a high standard

This is an opportunity to work with a leading boutique advisory firm, offering a collaborative culture that values performance, ownership, and innovation.

The ideal candidate will be a seasoned professional with a strong track record of delivering high-quality advice and strategic solutions.

Join us in shaping the future of financial advice and contributing to our mission to raise the standard of financial guidance.

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