Strategic Financial Advisor Position

3 days ago

Erode, Tamil Nadu, India beBeeparaplanning Full time AU$ 90,000 - AU$ 1,20,000
Senior Paraplanning Role

This is an excellent opportunity to excel as a Senior Paraplanner, working in close partnership with senior advisers to deliver high-quality advice solutions that meet the needs of high-net-worth clients.

The ideal candidate for this role is a seasoned professional with a minimum of 4+ years of experience in the financial advice industry, possessing a strong understanding of Australian financial advice regulations and client strategy.

  • Key Responsibilities:
    • 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.

Paraplanning & Advice Support

  • 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.

Required Experience & Skills:

  • 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.

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