Visionary Financial Strategist

1 day ago

Vellore, Tamil Nadu, India beBeeStrategy Full time ₹ 9,00,000 - ₹ 12,00,000
Senior Paraplanner Opportunity

We are seeking an experienced and skilled Senior Paraplanner to join our team. As a senior-level paraplanner, you will be responsible for preparing compliant and technically sound Statements of Advice (SoAs) and Records of Advice (RoAs).

Your duties will include conducting detailed financial modelling, legislative research, and product analysis using XPLAN. You will also be expected to build and draft comprehensive financial strategy papers, clearly outlining the rationale, benefits, risks, and implementation approach for recommended strategies.

Key responsibilities include:

  • Paraplanning & Advice Support
    • Prepare compliant, technically sound SoAs and 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.
  • 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.

We are looking for someone with a strong understanding of Australian financial advice regulations, compliance, and client strategy. If you have a minimum of 4 years' experience in paraplanning or technical financial advice support roles, we encourage you to apply.

We offer a stable full-time position with clear career progression and performance-based growth opportunities. You will work in a collaborative culture that values performance, ownership, and innovation.

This is an exciting opportunity for a seasoned professional to take ownership of complex tasks, work independently, and deliver high-quality advice.

If you're a motivated and results-driven individual with excellent written English and technical communication skills, please apply now.

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