Strategic Financial Planning Specialist

3 days ago

Guntur, Andhra Pradesh, India beBeeFinancialAdvisor Full time ₹ 12,00,000 - ₹ 20,00,000

Senior Financial Advisor Opportunity in Remote Work Environment

We are seeking an experienced Senior Paraplanner to join our team, offering a 100% remote work opportunity with a stable full-time position.

This role is ideal for a seasoned professional looking to take ownership of complex tasks, work autonomously and deliver high-quality advice solutions.

  • Key Responsibilities:
  • Paraplanning & Advice Support
    • Prepare compliant 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, outlining the rationale, benefits, risks and implementation approach for recommended strategies,
    • Translate complex financial scenarios into clear 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 Skills & Qualifications
    • 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
  • Benefits
    • Opportunity to work remotely,
    • Clear career progression and performance-based growth opportunities,
    • Collaborative culture that values performance, ownership and innovation

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