Senior Financial Strategist

6 days ago

Rajahmundry, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
About Our Senior Paraplanner Role

We are seeking a skilled and experienced Senior Paraplanner to join our team. As a key member of our advisory firm, you will play a vital role in delivering high-quality financial advice to our clients.

As a Senior Paraplanner, you will be responsible for preparing complex Statements of Advice (SoAs) and Records of Advice (RoAs), conducting detailed financial modelling, legislative research, and product analysis.

You will work closely with our senior advisers to develop comprehensive financial strategy papers, clearly outlining the rationale, benefits, risks, and implementation approach for recommended strategies.

Your expertise in XPLAN and GoHighLevel (GHL) will enable you to manage workflows, automation, and communications efficiently. You will also be responsible for executing full pre-boarding, onboarding, and implementation of client strategies, managing rollovers, contributions, investment switches, insurance applications, and other advice actions from end to end.

Key Responsibilities:
  • Prepare compliant, technically sound 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.
Requirements:
  • 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 prioritisation skills.
  • Proven ability to take ownership, work autonomously, and deliver results at a high standard.
  • Degree in Financial Planning, Accounting, Business, or related field (preferred but not essential).
What We Offer:
  • 100% remote work, stable full-time position.
  • Opportunity to work with one of Australia's leading boutique advisory firms.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.
How to Apply:

Please email your CV and a short cover letter describing your experience and why you're a great fit for this role to us.

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