Financial Planning Support Specialist

Job Role: Financial Planning Support SpecialistAbout the RoleWe are seeking a detail-oriented and highly skilled financial planning support specialist to join our team. The ideal candidate will provide research, analysis, and documentation to ensure seamless client service.Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) in line...

We are seeking a Strategic Financial Planning Specialist to join our team. In this role, you will play a key part in driving business growth and success through the development of financial strategies and plans.Key Responsibilities:

Job Title:Financial Planning and Analysis SpecialistJob Description:This role is a fantastic opportunity to contribute to the financial planning and analysis of our clients. The Financial Planning and Analysis Specialist will be responsible for preparing and processing monthly budget review reports, assisting in data gathering, developing, and consolidating...

Customer Support Representative OpportunityWe are seeking a customer-focused support professional fluent in English to join our team.This role requires addressing customer inquiries via phone, email, and live chat, centered around retirement plan support, account integrations, activations/deactivations, and technical troubleshooting.Prior experience in...

Financial Analyst RoleThe primary objective of this position is to provide financial planning, analysis, and reporting support to product teams. Key responsibilities include:Delivering actionable insights through the analysis of key business drivers, variances, and trends.Collaborating with Product Managers to develop comprehensive business cases for new...

Financial Planning & Analysis SpecialistWe are seeking a highly skilled Financial Planning & Analysis (FP&A) specialist to support our team. This offshore role will focus on financial report development and administration, data visualization, Excel model building, and presentation refinement.Key Responsibilities:Administer and maintain financial reporting...

Job Title: Financial Planning AssistantThe successful candidate will work closely with our advisors in preparing and implementing comprehensive financial plans for clients. This role requires strong analytical skills, attention to detail, and the ability to think critically.Key Responsibilities:Collaborate with advisors to create tailored financial plans for...

Job Opportunity for a Paraplanning ProfessionalWe are seeking an experienced and skilled paraplanner to support our financial planning team in creating comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).The ideal candidate will have expertise in preparing SOAs and ROAs, conducting product comparisons, and performing strategy modelling in...

Job Title: FP&A AnalystAbout the RoleWe are seeking a highly skilled professional to support our strategic planning and decision-making efforts. The successful candidate will be responsible for preparing reports, building financial models, and analyzing data to ensure accurate forecasting, budgeting, and reporting.Key Responsibilities:Prepare scheduled...

Financial Specialist Role OverviewThis Financial Specialist role involves managing financial records, preparing taxes, and providing expert advice on financial compliance.Key Responsibilities:Financial Management Duties:Maintain accurate and up-to-date financial records for multiple clients.Record daily financial transactions and reconcile bank...