Experienced Financial Services Professional Wanted

1 day ago

Ahmedabad, Gujarat, India beBeeParaplanner Full time AU$ 95,000 - AU$ 1,15,000
Job Opportunity: Experienced Paraplanner

We are seeking an accomplished paraplanner to join our elite remote team.

  • This role is designed for a seasoned professional who can independently manage complex tasks, work in a fast-paced environment, and contribute meaningfully to the development of high-quality advice solutions.

The ideal candidate will have a strong understanding of Australian financial regulations, compliance, and client strategy. They will be able to develop detailed strategy papers and advice narratives using XPLAN and other relevant tools.

Key Responsibilities:

  • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
  • Conduct thorough financial modelling, legislative research, and product analysis.
  • Collaborate with senior advisers to refine and present strategy documentation during the advice process.

Required Skills and Qualifications:

  • Minimum 4 years' experience in paraplanning or technical financial advice support roles.
  • Strong analytical and problem-solving skills.
  • Demonstrated ability to work independently and as part of a team.
  • Excellent written English communication skills.

What We Offer:

  • A stable full-time position with opportunities for growth and development.
  • A collaborative culture that values performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.

To Apply:

  • Please submit your CV and a short cover letter describing your experience and qualifications.

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