Strategic Financial Planning Expert
3 days ago
**Job Title:** Strategic Financial Planning Expert
We are seeking a highly skilled and detail-oriented Sr. Financial Planning Analyst/Paraplanner to join our dynamic team at Befree - Finance and Accounting Business Process Outsourcing.
About the Role:
We require an experienced professional with 1-8 years of relevant experience in US financial planning standards, investment products, and regulatory requirements.
Key Responsibilities:
- Financial Planning Support: Assist financial advisors in creating and delivering comprehensive financial solutions tailored to US clients.
- Operations Support Solutions: Assist financial advisors with end-to-end back-office activities, including money movements, preparing meeting presentations, and supporting sales illustrations.
- Portfolio Analysis: Conduct in-depth research and analysis of client portfolios, including risk profiling, investment strategies, and cash flow analysis.
- Documentation: Prepare accurate and detailed financial plans, reports, and other client-related documents.
- Regulatory Compliance: Ensure all activities comply with US financial regulations and maintain current knowledge of financial products and strategies.
- Client Interaction: Provide administrative support, address client queries, and assist in maintaining seamless client relationships.
- Implementation Support: Facilitate the execution of financial recommendations, including retirement planning, estate planning, investment strategies, and insurance solutions.
- Collaboration: Work closely with financial advisors to deliver exceptional client experiences.
Requirements & Qualifications:
- Experience: 1-8 years in a paraplanning or financial planning role in the US financial planning domain.
- Technical Knowledge: Strong understanding of US financial planning standards, investment products, and regulatory requirements.
- Software Expertise: Proficiency in financial planning tools such as Naviplan, MoneyGuidePro, RightCapital, or eMoney is essential.
- Analytical Skills: Excellent analytical and research capabilities to support complex financial planning processes.
- Detail-Oriented: Strong attention to detail and ability to meet tight deadlines.
- Communication Skills: Exceptional verbal and written communication skills with a client-centric approach.
- Teamwork: Strong interpersonal skills to collaborate effectively with financial advisors and team members.
Salary Estimate: The estimated annual salary for this position is around $85,000 - $115,000, depending on experience and qualifications.
Benefits: We offer competitive compensation, benefits aligned with industry standards, opportunities for professional growth and development, and international travel opportunities.
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