Senior Paraplanning Professional

5 days ago


Thoothukudi, Tamil Nadu, India beBeeParaplanner Full time ₹ 24,00,000 - ₹ 28,00,000
Job Description">

Our organisation is seeking a seasoned professional to join our elite remote team as a Senior Paraplanner.

The successful candidate will have a minimum of 4+ years of experience in the financial advice industry, with a strong understanding of Australian financial advice regulations, compliance, and client strategy.

Key responsibilities include preparing compliant Statements of Advice (SoAs) and Records of Advice (RoAs), conducting detailed financial modelling, legislative research, and product analysis, and using XPLAN to construct advice documents.

Additionally, the ideal candidate will be able to build and draft comprehensive financial strategy papers, clearly outlining the rationale, benefits, risks, and implementation approach for recommended strategies.

We are looking for a self-motivated individual who can work independently, manage complex tasks, and contribute meaningfully to the strategic development of advice solutions.

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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.
  • Advanced working knowledge of XPLAN (mandatory).
  • 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.

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Benefits:

  • 100% remote work opportunity.
  • Stable full-time position with 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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