Expert Financial Strategist

1 day ago

Ajmer, Rajasthan, India beBeeParaplanner Full time AU$ 1,20,000 - AU$ 1,50,000
Senior Paraplanner Job Opportunity

A seasoned Senior Paraplanner with a strong background in technical financial advice support is sought after to join our team. In this role, you will have the opportunity to operate independently and contribute meaningfully to the strategic development of advice solutions.

Key Responsibilities:

  • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
  • Conduct detailed financial modelling, legislative research, and product analysis.

Strategy Paper Development

  • Build comprehensive financial strategy papers outlining the rationale, benefits, risks, and implementation approach for recommended 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.

Required Skills and 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:

  • 100% remote work opportunity.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture that values performance, ownership, and innovation.

How to Apply:

Apply with your CV and a short cover letter describing your experience and qualifications.

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