Remote Senior Financial Advisor

3 days ago

Kozhikode, Kerala, India beBeeSeniorParaplanner Full time ₹ 9,00,000 - ₹ 12,00,000
Job Opportunity

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

The ideal candidate will have a minimum of 4+ years of experience in the financial advice industry and possess excellent technical knowledge and skills. You will be responsible for preparing compliant Statements of Advice (SoAs) and Records of Advice (RoAs), conducting detailed financial modelling, legislative research, and product analysis.

Main Responsibilities:
  • Paraplanning & Advice Support:
    • Prepare accurate and technically sound SoAs and RoAs.
    • Conduct comprehensive financial modelling, legislative research, and product analysis.
    • Utilize XPLAN to construct advice documents in line with ASIC and licensee standards.
  • Strategy Paper Development:
    • Develop and draft comprehensive financial strategy papers 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.
Requirements:
  • A minimum of 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.
Why Join Us?

We offer a collaborative culture that values performance, ownership, and innovation. Our team is committed to raising the standard of financial advice and providing opportunities for career growth and development.

If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please apply by emailing your CV and a short cover letter explaining why you are suitable for this role.

  • Senior Tax Advisor

    1 day ago

    Kozhikode, Kerala, India beBeeTax Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: Senior Tax Advisor">">We are seeking an experienced Tax Professional to join our team as a Senior Tax Advisor. The ideal candidate will have in-depth knowledge of direct tax laws and regulations, as well as experience in structuring deals from a tax perspective.">The successful candidate will be responsible for drafting and reviewing deal...

  • Key Business Advisor

    3 days ago

    Kozhikode, Kerala, India beBeeEnterprise Full time ₹ 15,00,000 - ₹ 20,00,000

    Senior EPM ConsultantDrive complex implementations and build lasting client relationships as a Senior EPM Consultant. Leverage deep technical expertise in EPM platforms and strategic business advisory capabilities to lead high-impact implementations for enterprise clients.About the RoleSeek an exceptional Senior EPM Consultant to combine technical expertise...

  • Remote Financial Analyst Position

    3 days ago

    Kozhikode, Kerala, India beBeeAccounting Full time ₹ 3,00,000 - ₹ 3,60,000

    Job OverviewThis is a full-time remote position for an Accounting Analyst responsible for managing financial data, analyzing financial statements, supporting daily financial operations, and ensuring accurate billing processes.Prepare, review, and process client invoices accurately and in a timely manner.Prepares, reviews, and uploads payroll information for...

  • Financial Policy Advisor

    13 hours ago

    Kozhikode, Kerala, India beBeeAccountability Full time ₹ 20,00,000 - ₹ 25,00,000

    Financial Operations Specialist  Location: JP Nagar Phase 3, Bangalore  Material Depot is building the Ultimate Home Decor Destination redefining how India shops for interiors - tiles, laminates, wall decor, and more.  Our online catalogue enables us to understand design trends in real time and work directly with manufacturers to launch new collections...

  • Strategic Business Advisor

    8 hours ago

    Kozhikode, Kerala, India beBeeBusiness Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Strategic Business AdvisorVed Sanjeevani, a global brand of herbal hair oil and nabhi oil, crafted with natural ingredients to promote wellness and nourishment.We blend timeless Ayurveda wisdom with modern techniques to offer effective chemical-free solutions for health and beauty needs. Our focus is on holistic well-being by providing pure...

  • Senior Financial Strategist

    3 days ago

    Kozhikode, Kerala, India beBeeFinance Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job OverviewThis is a full-time remote role for a Finance Executive.The Finance Executive will be responsible for overseeing financial operations, analyzing data, ensuring compliance with tax regulations and preparing financial reports to support informed decision-making.They will collaborate closely with various departments to provide valuable insights and...

  • Senior Regulatory Advisor

    1 day ago

    Kozhikode, Kerala, India beBeeCompliance Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job DescriptionWe seek forward-thinking professionals to spearhead complex client engagements across regulatory supervision, policy formulation, and risk management.The ideal candidate will bring exceptional expertise from supervisory, enforcement, and commercial banking environments, acting as a strategic advisor to clients on SEBI/RBI compliance, risk...

  • Personalized Nutrition Advisor

    3 days ago

    Kozhikode, Kerala, India beBeeNutrition Full time ₹ 35,00,000 - ₹ 50,00,000

    Job Title: Personalized Nutrition AdvisorDescription:We are a dedicated team of professionals specializing in clinical nutrition, lifestyle coaching, and wellness programs. Our focus is on empowering women to achieve their health goals, including PCOS reversal, structured fat loss, and maternity care.Your Role:This is a remote internship opportunity for a...

  • Chief Financial Clerk

    8 hours ago

    Kozhikode, Kerala, India beBeeAccounting Full time ₹ 10,00,000 - ₹ 15,00,000

    Key Responsibilities:Maintain accurate financial records using spreadsheet software and cloud-based accounting systems.Perform monthly reconciliations of bank and credit card accounts to ensure accuracy and compliance.Ensure tax compliance by adhering to GST/HST/PST, corporate tax, and payroll tax regulations in collaboration with senior advisors.Packages...

  • Senior Life Insurance Sales Leader

    23 hours ago

    Kozhikode, Kerala, India beBeeInsurance Full time ₹ 1,04,000 - ₹ 1,30,878

    Job DescriptionWe are seeking a skilled and experienced professional to fill the role of Agency Manager Life Insurance. As a key member of our team, you will be responsible for leading a group of Financial Advisors in achieving timely sales of insurance products.In this role, you will provide up-to-date product knowledge to the Financial Advisors, conduct...