Senior Financial Planning Support Specialist
20 hours ago
Job Overview
We are seeking a detail-oriented and skilled professional to support our financial planning team as a Paraplanner. The successful candidate will have experience 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.
The ideal candidate will be responsible for the following key tasks:
- 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.
- Maintain accurate client records and liaise with advisers to refine financial strategies.
- Adapt to and learn new financial planning software, with training provided for Intelliflow.
Requirements:
- A minimum of 3 years of experience in a paraplanning role.
- A strong understanding of financial planning principles and regulatory requirements.
- Proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic (experience with Intelliflow is an advantage but training will be provided).
- 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.
-
Financial Planning Specialist
20 hours ago
Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000Financial Planning SpecialistWe are seeking experienced professionals to provide personalized financial planning solutions to clients. The ideal candidate will be responsible for developing and implementing customized financial plans that cater to clients' unique goals and objectives.Key Responsibilities:Conduct in-depth consultations with clients to...
-
Senior Financial Planning Analyst
24 hours ago
Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱45,000 - ₱60,000Job OverviewDevelop and implement comprehensive financial strategies, utilizing data-driven insights to drive business growth and decision-making.Key Responsibilities:Ensure the accuracy and reliability of financial reports.Maintain and enhance forecasting tools and templates.Reconcile and analyze financial data between systems, identifying discrepancies and...
-
Strategic Financial Planning Leader
1 day ago
Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,700,000Job Description:We are seeking an experienced and skilled Financial Planning Specialist to join our team. This individual will be responsible for leading critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.This role involves providing key financial insights...
-
Financial Planning Specialist
1 day ago
Iloilo City, Western Visayas, Philippines beBeeFinancialPlanning Full time $100,000 - $130,000Job Opportunity:We are seeking a highly skilled Financial Planning Specialist to join our team. This role is perfect for individuals who enjoy working with numbers and have excellent analytical skills.The successful candidate will play a crucial part in the financial operations of our organization, providing accurate and timely financial reports, monitoring...
-
Financial Planning Strategist
21 hours ago
Iloilo City, Western Visayas, Philippines beBeeResearch Full time ₱550,000 - ₱850,000Job OverviewThe Paraplanner will provide research, analysis and documentation to support the financial planning team. The ideal candidate has experience 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.Key...
-
Iloilo City, Western Visayas, Philippines beBeeFinancialManager Full time ₱600,000 - ₱1,070,000We are seeking an experienced Financial Manager to lead our financial management cycle, including financial planning, budgeting, forecasting, and month-end close processes.The successful candidate will oversee the end-to-end financial management cycle, ensuring the integrity of financial statements, compliance with accounting standards, and delivery of...
-
Iloilo City, Western Visayas, Philippines beBeeFinance Full time $120,000 - $200,000Financial Planning and Analysis CareerAbout the RoleWe are seeking an experienced professional to join our team as a financial planning and analysis expert. The ideal candidate will have a strong background in FP&A processes and technologies, including planning, budgeting, forecasting, and financial planning software.The successful candidate will serve as a...
-
Financial Planning Specialist
20 hours ago
Iloilo City, Western Visayas, Philippines beBeeFinancialManagement Full time $60,000 - $85,000Business Planning and Financial Management ExpertWe are seeking a highly skilled Business Planning and Financial Management Expert to assist our clients in optimizing their budgeting, revenue, and personnel needs using the Adaptive Planning Business Planning Cloud.Main ResponsibilitiesProvide expertise on the Adaptive Planning solution, maintaining...
-
Senior Financial Planning Consultant
24 hours ago
Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱2,500,000 - ₱3,500,000Job OverviewThis senior financial planning role involves providing expert advice on investment strategies to clients.Key Responsibilities:Monitor and analyze client portfolios for optimal asset allocation.Develop recommendations for advisers, including detailed records of advice.Create quarterly and annual performance reports for clients.Collaborate with...
-
Senior Financial Specialist
1 day ago
Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱650,000 - ₱850,000Job Title: Senior Financial SpecialistDescription:We are seeking a skilled Senior Financial Specialist to join our team. The ideal candidate will have a strong background in accounting and financial analysis, with the ability to work independently and manage multiple tasks and deadlines.The role involves preparing and maintaining accurate financial records,...
