
Key Financial Planner
1 week ago
We are seeking a detail-oriented and highly skilled Key Financial Planner to support our financial planning team. The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting thorough product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.
Core Responsibilities:- Prepare Accurate SOAs and ROAs
- Conduct In-Depth Product Comparisons and Strategy Modelling
- Assist in the Setup and Structuring of Self-Managed Super Funds (SMSF)
- Utilize Advanced Financial Planning Software for Research and Documentation
- Work Closely with Senior Planners to Implement Tailored Financial Strategies
- Ensure Compliance with Regulatory Guidelines
- Maintain Accurate Client Records and Liaise with Advisers
The successful candidate will have a minimum of 3 years of experience in a key financial planning role, a strong understanding of financial planning principles, and proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic.
-
Senior Inventory Planner
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeForecast Part time $90,000 - $105,000Job Title: Senior Inventory PlannerDescriptionWe are seeking an experienced Senior Inventory Planner to join our team. As a key member of our supply chain, you will be responsible for managing and forecasting inventory levels to meet demand.The ideal candidate will have strong analytical skills and experience in using inventory management tools such as...
-
Strategic Financial Planner
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancialAnalyst Full time ₱4,000,000 - ₱7,000,000Job OverviewThis position involves providing financial guidance and support to senior leaders across major U.S. cities.As a key partner to finance leaders, you will influence strategic decision-making, drive financial performance, and champion digital innovation within the finance organization.You will lead critical initiatives across financial planning,...
-
Expert Financial Solutions Provider
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱400,000 - ₱800,000About the RoleWe are seeking highly skilled and motivated individuals to join our team as Financial Wealth Planners. The ideal candidates will deliver personalized financial solutions to help clients work toward their long-term goals.
-
Financial Planning Specialist
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱60,000 - ₱70,000Job DescriptionWe are seeking a highly skilled and detail-oriented Paraplanner 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, and...
-
Senior Financial Planner
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinance Full time $90,000 - $120,000Financial Insights ExpertAs a key player in our organization's financial planning and performance, you will play a pivotal role in supporting the company's strategic objectives.The ideal candidate will possess strong analytical skills, with the ability to identify trends, patterns, and areas for improvement. They will be responsible for collaborating with...
-
Senior Financial Planner
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,600,000Financial Services SpecialistThis part-time remote role involves providing expert financial planning, creating personalized financial plans, assisting with retirement planning, and managing investments. Key responsibilities include:Delivering comprehensive financial services to clients.Developing tailored financial strategies to meet individual client...
-
Chief Financial Planner
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancialPlanning Full time ₱800,000 - ₱1,300,000Key ResponsibilitiesThe role of a Financial Planning Analyst involves leading critical initiatives in financial planning, business partnership, and process innovation. This includes driving strategic decision-making and operational excellence by managing the monthly forecast and annual budget cycles.QualificationsBachelor's degree in Accounting, Finance, or...
-
Chief Financial Planner
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱60 - ₱80Lead Financial StrategistJoin us to apply for a Lead Financial Strategist role.Our client, a dedicated not-for-profit organization committed to providing free meals to those in need, is seeking an experienced financial professional. This is a fully remote position with flexibility, aligned with the Sydney, Australia time zone, and a 38-hour work week.Key...
-
Remote Financial Planner Opportunity
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancialAdvisor Full time ₱4,000,000 - ₱6,000,000Job Title: Financial AdvisorThis is a part-time remote opportunity for an experienced Financial Advisor. The successful candidate will be responsible for providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services.The ideal candidate should have expertise in...
-
Professional Financial Planner
1 week ago
Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱5,000,000 - ₱7,000,000Job DescriptionWe are seeking an experienced professional to assist in our financial planning operations.