Senior Financial Planning Associate

2 days ago

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

We 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, insurance, and pensions.

Key Responsibilities:
  • Prepare thorough 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.
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.
  • 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 is a remote role that requires strong organizational and time management skills.

  • 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 Expert

    2 days 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...

  • 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...

  • Financial Planning Expert

    2 days 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 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 Assistant

    1 day 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...

  • 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 and Business Insights Leader

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinance Full time $100,000 - $120,000

    Job Description:We are seeking a highly skilled and experienced Financial Planning and Analysis professional to join our Global Finance team. This is a 100% remote position that requires strong analytical and problem-solving skills, as well as excellent communication and collaboration abilities.The successful candidate will lead critical initiatives across...

  • Senior Financial Strategist

    1 day ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time $80,000 - $100,000

    Job TitleAchieve financial excellence as a Senior Financial Manager.Key ResponsibilitiesDrive business performance by leading the end-to-end financial management cycle, including financial planning, budgeting, forecasting, management reporting, and month-end close processes.

  • Financial Operations Associate

    13 hours ago

    Mabalacat, Central Luzon, Philippines beBeeFinancial Full time ₱3,000 - ₱6,000

    Job Title: Financial Operations AssociateThis full-time remote role involves maintaining financial records, preparing financial statements, and managing accounting software. Daily tasks include bookkeeping, handling finance-related queries, and assisting with accounting tasks.ResponsibilitiesMaintaining accurate and up-to-date financial recordsPreparing...