Expert Financial Strategist Wanted

1 week ago

Biñan, Calabarzon, Philippines beBeeFinancialplanner Full time A$1,800 - A$2,600
Paraplanner Role

We are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.

About the Position:
  • Prepare comprehensive SOAs and ROAs in line with compliance requirements.
  • Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
  • Assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.
  • Utilize financial planning software such as Xplan, Midwinter, and AdviserLogic for research and documentation.
  • Work closely with senior planners to implement tailored financial strategies for clients.
  • Ensure all financial plans and recommendations comply with regulatory guidelines.
  • Maintain accurate client records and liaise with advisers to refine financial strategies.

We require a minimum of 3 years of experience in a paraplanning role, with a strong understanding of financial planning principles and regulatory requirements. Proficiency in financial planning tools is essential, with experience in Intelliflow an advantage.

Key Requirements:
  • Minimum of 3 years of experience in a paraplanning role.
  • Strong understanding of financial planning principles and regulatory requirements.
  • Proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic (experience with Intelliflow is an advantage).
  • Strong analytical skills with the ability to model financial strategies effectively.
  • Excellent attention to detail and ability to work collaboratively with financial advisers.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

This role offers flexibility and autonomy as an independent contractor engagement. You will be expected to be available for meetings and collaboration during core business hours, disclose any existing ongoing roles or client work, and reflect this engagement on your professional profile clearly marked as Independent Contractor.

  • Senior Financial Strategist

    1 week ago

    Biñan, Calabarzon, Philippines beBeeFinance Full time $1,800 - $2,800

    Job Title: Senior Financial StrategistThe Senior Financial Strategist plays a pivotal role in driving business success through effective financial leadership. This experienced professional oversees financial systems, ensures compliance with regulatory requirements, and develops long-term fiscal strategies.Key Responsibilities:Financial Planning and...

  • A Financial Planning Strategist Role

    1 week ago

    Biñan, Calabarzon, Philippines beBeefinancial Full time $90,000 - $120,000

    Job TitleA seasoned Financial Planning Strategist is required to join our dynamic finance team. This role will involve driving strategic decision-making, financial performance, and digital innovation within the organization.

  • Financial Expert

    1 week ago

    Biñan, Calabarzon, Philippines beBeeAccountant Full time ₱3,000,000 - ₱6,000,000

    Financial Expert PositionWe are seeking a skilled Financial Expert to join our team. As a key member of the organization, this role will be responsible for maintaining accurate and up-to-date financial records.This individual will have a strong desire to learn and grow with the company, communicating effectively with stakeholders while ensuring transparency...

  • Global Financial Connectivity Specialist

    1 week ago

    Biñan, Calabarzon, Philippines beBeeTechnology Full time ₱1,500,000 - ₱2,200,000

    Financial Technology Expert WantedReap is a global fintech company headquartered in Asia. We enable financial connectivity and access for businesses worldwide by combining traditional finance with cryptocurrencies for efficient money movement.

  • Expert Financial Professional Wanted

    1 week ago

    Biñan, Calabarzon, Philippines beBeeFinancial Full time ₱1,800,000 - ₱3,000,000

    Financial Specialist RoleThe company is seeking a highly skilled professional to support its Financial Planning & Analysis (FP&A) team. This offshore role will focus on report development and administration, data visualization, Excel model creation, and presentation refinement.

  • Chief Financial Strategist

    1 week ago

    Biñan, Calabarzon, Philippines beBeeFinance Full time ₱6,000,000 - ₱8,000,000

    Financial Planning AssistantThis role involves providing expert financial planning services to clients, ensuring their financial goals are achieved efficiently and effectively.Responsibilities:Lodging documentation for superannuation, investments, insurance and other financial products as directed.Implementing tasks and following up on outstanding...

  • Financial Expert

    1 week ago

    Biñan, Calabarzon, Philippines beBeeFinancial Full time $7,200 - $7,800

    Senior Financial ProfessionalWe seek a seasoned financial expert to oversee our organization's fiscal operations.Key Responsibilities:Financial Management and Reporting:Prepare comprehensive financial statements, including balance sheets, income statements, and cash flow reports.Budgeting & Forecasting: Develop and maintain accurate budgets and forecasts;...

  • Financial Expert

    1 week ago

    Biñan, Calabarzon, Philippines beBeeAccountant Full time $30,000 - $41,000

    Accounting Position DescriptionWe are seeking a highly skilled and experienced professional to fill an Accounting position at our organization. The ideal candidate will have strong analytical skills, a keen eye for detail, and the ability to work effectively in a fast-paced environment.Key Responsibilities: Streamline and maintain financial records, ensuring...

  • Senior Financial Strategist

    1 week ago

    Biñan, Calabarzon, Philippines beBeeAccountant Full time ₱500,000 - ₱750,000

    Seeking an exceptional financial professional to lead our accounting processes, ensuring compliance with international standards.As a key member of our team, you will develop strategic plans to drive profitability and optimize cost-efficiency.The ideal candidate will have expertise in financial statement preparation, audits, and high-level reporting, as well...

  • Senior Financial Process Expert

    1 week ago

    Biñan, Calabarzon, Philippines beBeeFinancial Full time ₱43,000 - ₱55,000

    Job Summary:We are seeking an experienced Accounts Receivable/Payable Specialist to handle all financial processes.Main Responsibilities:Manage accounts payable and receivable processes with strategic oversightReconcile high-value financial statements and ensure compliance with regulatory requirementsOversee collections, credit approvals, and vendor payment...