Financial Planning Support Specialist

1 day ago

Mabalacat, Central Luzon, Philippines beBeeAdministrative Full time ₱42,000 - ₱72,000

Are you a detail-driven and organized individual seeking a challenging role in financial planning? Look no further

As an Administration Assistant, you will be responsible for maintaining client data, generating reports, assisting with research, supporting investment strategies, and handling administrative tasks related to financial planning.

This is an excellent opportunity to work in a fast-paced environment and develop your skills in financial planning software, numerical reasoning, and logical thinking.

Responsibilities
  • Compile data and draft letters/documents as needed
  • Perform data entry and maintenance of CRM and Document Management tools
  • Update CRM client information with relevant updates
  • Create reports from the CRM and providers portals, providing analysis to stakeholders
  • Conduct research and special projects for the team as required
  • Format, draft, edit, and send emails and customer correspondence.
  • Assist advisers in researching existing clients' products.
  • Conduct research on insurance products, financial concepts, superannuation retirement, and tax strategies
  • Collaborate with advisers to identify suitable investment strategies based on client needs and goals
  • Attend client meetings with advisors to present and review financial plans, gather necessary information and documents, understand and interpret financial and tax documents related to clients' investments, manage and update client information in the company's database.
Required Skills and Qualifications
  • At least 3 years of experience as an Administration Assistant or in a similar role in the financial planning industry
  • Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required
  • Strong numerical and logical reasoning skills
  • Good with math and comfortable working with numbers
  • Familiarity with Superannuation, Centrelink, and Investments in Australia
  • A desire to become an expert in wealth products and advice preparation
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office are a must
  • Meticulous attention to details, especially in calculations and materials prepared
  • Self-starter, able to work independently and take initiative
  • Strong written and verbal communication skills
What We Offer
  • 100% Remote Work
  • 13th Month Pay
  • Free Learning and Development Programs
Application Process

Our goal is to make the process as transparent and respectful as possible. The typical interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role.

  • Financial Planning Support Specialist

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinance Full time ₱800,000 - ₱1,200,000

    Job Overview:">The role of a Financial Planning Assistant is to provide administrative support in the preparation and lodging of financial planning documents.">Key Responsibilities:">">Prepare and submit financial planning documentation as directed by senior staff members">Track implementation tasks and follow up on outstanding items to ensure timely...

  • Financial Planning Expert

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinance Full time ₱43,000 - ₱55,000

    Job Description:The role of a Finance Specialist is pivotal in overseeing the financial planning, budgeting, and forecasting processes at a high level. This position involves conducting in-depth financial analysis to support corporate strategic initiatives, ensuring strict compliance with international financial regulations, tax laws, and corporate...

  • Financial Planning and Reporting Specialist

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time $90,000 - $105,000

    We're seeking a highly skilled Financial Planning and Reporting Professional to join our team. This is a 100% work-from-home opportunity that will support the U.S. Central Time hours.This role is ideal for someone with strong expertise in P&L management, forecasting, and financial modeling. As a key partner to Finance leaders across major U.S. cities, you'll...

  • Financial Planning Specialist

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeAccounting Full time ₱2,500,000 - ₱4,500,000

    The role of a Senior Accountant is pivotal in facilitating financial transparency and ensuring the accuracy of financial records.Key ResponsibilitiesAd-hoc Reporting: Prepare detailed reports to cater to various business needs, incorporating financial data and key performance indicators (KPIs).Tax Compliance: Ensure seamless preparation of tax documents,...

  • Senior Financial Planning Expert

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time ₱6,000,000 - ₱8,000,000

    Are you a financial expert seeking a challenging role? This position as Senior Financial Planning Analyst involves maintaining and improving financial models to support budgeting, forecasting, and long-term planning. You will analyze monthly, quarterly, and annual financial results, and provide ad hoc analysis.Key ResponsibilitiesMaintain and improve...

  • Strategic Financial Planning Analyst

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time $110,000 - $145,000

    Job TitleStrategic Financial Planning AnalystDescriptionAs a Strategic Financial Planning Analyst, you will play a key role in providing research and advisory services to global clients. You will work closely with a team of experienced analysts to develop authoritative research and advice that addresses the priorities and challenges of senior finance...

  • Senior Financial Planning Associate

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinancialPlanner Full time ₱6,432,000 - ₱8,211,600

    Paraplanning Role OverviewWe are seeking a detail-oriented and highly skilled professional 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,...

  • Senior Financial Planning Assistant

    23 hours ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time ₱650,000 - ₱950,000

    Job Description:The Paraplanner will work closely with Advisors to prepare and implement financial plans for clients.Key responsibilities include:Assisting Advisors in creating comprehensive financial plans for clients.Conducting research on insurance products, financial concepts, superannuation, and tax strategies.Preparing and analyzing financial needs...

  • Senior Financial Planning Analyst

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time $50,000 - $75,000

    Strategic Financial InsightsWe are seeking an experienced FP&A Analyst to drive our financial planning, budgeting, and forecasting efforts.The successful candidate will lead the development of comprehensive financial models, forecasts, and reports to inform business decisions.Key Responsibilities:Develop and maintain accurate financial models, forecasts, and...

  • Strategic Financial Planning Lead

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time $125,000 - $175,000

    Job SummaryWe are seeking a highly skilled finance professional with strong accounting foundations and hands-on NetSuite experience to lead all aspects of financial planning and analysis.Deliver financial reporting and forecasts, ensuring accurate data flows through NetSuite and related systems.Partner closely with leadership to support decision-making and...