Senior Financial Planner

15 hours ago

Tarlac City, Central Luzon, Philippines beBeeFinancialPlanning Full time ₱480,000 - ₱720,000
Financial Planning Expert

We are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our organization, the successful candidate will be responsible for providing clients with expert financial planning advice.

Main Responsibilities:
  • Develop and implement personalized financial plans tailored to meet clients' unique goals and objectives.
  • Conduct thorough financial analyses to identify areas for improvement and provide recommendations.
  • Collaborate with clients to understand their financial needs and develop customized solutions.

This is a part-time remote role that offers the flexibility and autonomy to work independently while being part of a dynamic team.

Required Skills and Qualifications:
  • Advanced knowledge of financial planning principles, theories, and practices.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to work effectively in a fast-paced environment and prioritize multiple tasks.
  • Experience working with retirement planning and investments is a significant advantage.

The ideal candidate will possess a strong passion for finance and a commitment to delivering exceptional client service. If you are a motivated individual with a desire to excel in a challenging role, we encourage you to apply.

Benefits:
  • Possibility to work remotely.

  • Senior Financial Assistant

    15 hours ago

    Tarlac City, Central Luzon, Philippines beBeeParaplanner Full time ₱600,000 - ₱800,000

    Job OverviewThe role of a Senior Financial Assistant involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.Key ResponsibilitiesStatement Preparation: Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).Product Comparison: Conduct product comparisons and...

  • Senior Financial Planner Assistant

    16 hours ago

    Mandaue City, Central Visayas, Philippines beBeeFinancialPlanner Full time A$1,800 - A$2,600

    Job Overview:A detail-oriented and highly skilled financial planner assistant is sought to support our financial planning team.The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance,...

  • Senior Financial Analyst

    21 hours ago

    Tarlac City, Central Luzon, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Financial planning is a vital process that helps individuals achieve their long-term goals and secure their financial future. As a Paraplanner, you will play a crucial role in supporting our team of senior financial planners by providing research, analysis, and documentation to ensure seamless client service.The ideal candidate will have experience preparing...

  • Senior Financial Planner Assistant

    15 hours ago

    Angeles City, Central Luzon, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Financial Planning Support RoleJob Summary: We are seeking a skilled professional to provide comprehensive support to our financial planning team.Key Responsibilities:Prepare detailed Statements of Advice (SOAs) and Records of Advice (ROAs) in line with regulatory requirements.Conduct thorough product comparisons and strategy modelling for superannuation,...

  • Senior Financial Planner

    15 hours ago

    Tarlac City, Central Luzon, Philippines beBeeAccountant Full time ₱1,524,000 - ₱2,026,000

    Financial Analysis PositionThe Senior Financial Analyst will conduct in-depth analyses of revenue, cost of sales, client margins, and SG&A expenses to identify historical trends, current operations, and future projections.They will work with senior-level management to provide reporting that supports critical decisions regarding revenue/clients and expense...

  • Senior Financial Planner

    15 hours ago

    Tarlac City, Central Luzon, Philippines beBeeFinancialPlanning Full time ₱60,000 - ₱70,000

    Financial Planning and Analysis Expert">A key professional responsible for supporting the organization’s strategic decision-making process through data analysis, financial modeling, and accurate forecasting.">Prepare timely and accurate financial reports to ensure informed decision-making.">Maintain and update forecasting tools and templates to support...

  • Executive Financial Planner

    21 hours ago

    Angeles City, Central Luzon, Philippines beBeeCareer Full time ₱3,000 - ₱6,000

    Job DescriptionWe are seeking a skilled Financial Planner to join our team. The ideal candidate will have expertise in financial planning and investment strategies, with a focus on providing personalized solutions to clients.As a Financial Planner, you will be responsible for meeting with clients to discuss their financial goals and develop tailored plans to...

  • Traffic Management Planner

    21 hours ago

    Tarlac City, Central Luzon, Philippines beBeeTrafficManagement Full time ₱800,000 - ₱1,200,000

    Job OverviewWe are seeking a skilled Traffic Management Planner to join our team.About the RoleThe ideal candidate will design and implement comprehensive traffic management plans, ensuring compliance with Australian standards and regulations. Key responsibilities include:Designing traffic management plans for projects in Victoria and QueenslandPreparing...

  • Senior Para Planner

    1 week ago

    Cebu City, Central Visayas, Philippines Vertical Capital Markets Full time A$90,000 - A$120,000 per year

    About Us:We are a growing Australian financial planning firm committed to delivering exceptional advice and services to our clients. We're seeking an experienced and detail-oriented Senior Para Planner to join our team. The role is based in Phillipines and is perfect for someone ready to contribute to a thriving organisation in a senior capacity.The Role:As...

  • Chief Financial Planner

    22 hours ago

    Tarlac City, Central Luzon, Philippines beBeeFinancial Full time $7,200 - $7,800

    Seek a strategic and results-driven Chief Financial Officer (CFO) to lead our financial operations and guide the company's long-term financial planning and performance.Key Responsibilities:Oversee all aspects of finance, including accounting, budgeting, forecasting, analysis, and treasuryDevelop and implement financial strategies aligned with organizational...