
Senior Financial Planning Assistant
1 day ago
This is a detail-oriented role that supports a forward-thinking wealth management firm. The ideal candidate will have experience in preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.
- Prepare comprehensive 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.
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Senior Financial Planning Analyst
1 day ago
Cainta, Calabarzon, Philippines beBeeFinancial Full time $120,000 - $150,000Senior Financial Planning Analyst PositionWe seek a seasoned FP&A professional to collaborate with leaders and drive business growth. As a Senior FP&A Analyst, you will provide strategic financial support, develop forecasts, and analyze variances to inform better decision-making.About the RoleThis senior-level position requires strong analytical skills,...
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Senior Financial Planning Specialist
2 days ago
Cainta, Calabarzon, Philippines beBeeFinancial Full time ₱4,000,000 - ₱8,000,000Job OverviewMaintain and enhance financial models to support strategic planning, forecasting, and budgeting initiatives.Analyze monthly, quarterly, and annual financial outcomes to identify key drivers, risks, and opportunities for growth.Collaborate with department heads to ensure accurate and timely information during the annual budget and quarterly...
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Senior Financial Planning Strategist
2 days ago
Cainta, Calabarzon, Philippines beBeeFinancial Full time $7,200 - $7,800Join a forward-thinking organization and take on the role of Senior Financial Planning Analyst. In this exciting position, you will be responsible for leading critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.Key ResponsibilitiesFinancial Planning and...
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Senior Financial Planning Professional
2 days ago
Cainta, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱600,000 - ₱800,000Job OverviewWe are seeking a senior financial planning professional to join our team.Key ResponsibilitiesMonitor client investment portfolios to ensure they remain aligned with recommended asset allocation and strategies.Prepare recommendations for advisors on any changes needed and maintain accurate records of advice.Develop comprehensive SMSF investment...
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Financial Planning Expert
2 days ago
Cainta, Calabarzon, Philippines beBeeFinance Full time ₱43,000 - ₱55,000Job Overview">The position of Finance Specialist is available in our organization. The primary role involves overseeing financial planning, budgeting, and forecasting processes at a high level.">Key Responsibilities:">1. Conduct thorough financial analysis to support corporate strategic initiatives.">2. Ensure strict compliance with international financial...
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Financial Planning Specialist
1 day ago
Cainta, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱4,400,000 - ₱6,800,000Job Title: Financial Planning SpecialistAs a Financial Planning Specialist, you will be responsible for assisting in the preparation and lodging of financial documents, forms, and records.The ideal candidate will have a background in finance, lending, or a related field, with proficiency in MS Office. Strong communication and collaboration skills are...
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Senior Financial Planning Specialist
2 days ago
Cainta, Calabarzon, Philippines beBeeFinancial Full time $90,000 - $120,000Job OverviewA Senior Financial Analyst will oversee the accuracy of bonus and commission programs by managing data, processes, and controls.Main ResponsibilitiesThe analyst will independently prepare and maintain a quarterly compensation workbook to ensure accuracy and completeness.This position involves driving continuous improvements and efficiencies in...
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Cainta, Calabarzon, Philippines beBeeAccounting Full time $90,000 - $110,000Financial Planning and Analysis ProfessionalAt our organization, we are seeking a skilled financial planning and analysis professional to support strategic decision-making. This individual will be responsible for managing full-cycle accounting processes, including month-end and year-end close, maintaining and reconciling the general ledger, ensuring accurate...
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Senior Financial Strategist
2 days ago
Cainta, Calabarzon, Philippines beBeeAccounting Full time ₱3,500,000 - ₱4,500,000As a strategic finance leader, you will play a pivotal role in shaping our organization's financial direction. The Accounting Director is responsible for overseeing the planning and execution of financial activities, ensuring accurate forecasting, budgeting, and performance assessment.Key Responsibilities:Develop and implement financial plans to drive...
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Senior Accounting Professional
1 day ago
Cainta, Calabarzon, Philippines beBeeAccounting Full time $7,200 - $7,800Job DescriptionWe are seeking a skilled accounting professional to maintain accurate financial records, prepare detailed reports, and ensure compliance with financial regulations.Financial Recordkeeping:Maintain accurate general ledger entries, reconciliations, and accounts payable/receivableManage bank and credit card reconciliationsFinancial...