High-Level Financial Strategist

3 days ago


Kollam, Kerala, India beBeeStrategist Full time ₹ 40,00,000 - ₹ 50,00,000
Senior Paraplanner Role

We are seeking a seasoned professional to join our team as a Senior Paraplanner. The ideal candidate will have a minimum of 4+ years of experience in the financial advice industry and possess strong technical skills.

  • Prepare compliant, technically sound Statements of Advice (SoAs) and Records of Advice (RoAs).
  • Conduct detailed financial modelling, legislative research, and product analysis.
  • Use software tools to construct advice documents in line with regulatory standards.

Key Responsibilities:

  • Paraplanning & Advice Support
    • Develop comprehensive advice 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 senior 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 software tools for advice production and CRM tracking.
  • Leverage technology to manage workflows, automation, and communications.
  • Identify and improve operational bottlenecks to drive efficiency.
Required Skills and Qualifications

The successful candidate will possess:

  • A minimum of 4 years' experience in paraplanning or technical financial advice support roles.
  • A strong understanding of financial regulations, compliance, and client strategy.
  • Demonstrated experience in developing detailed strategy papers and advice narratives.
  • Advanced working knowledge of software tools (mandatory) and technology platforms (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.
Benefits

We offer a range of benefits, including:

  • 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.


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