Senior Financial Planning Consultant

7 days ago


Thāne, Maharashtra, India beBeeFinancialPlanner Full time ₹ 25,00,000 - ₹ 35,00,000
Financial Planner Opportunity

We are seeking an experienced financial planner to join our team. This is a unique opportunity for a seasoned professional to work independently and contribute meaningfully to the strategic development of advice solutions.

The ideal candidate will have a strong understanding of Australian financial advice regulations, compliance, and client strategy. They will also have excellent written English and technical communication skills, as well as strong time management and task prioritisation skills.

Responsibilities include:

  • Preparing compliant, technically sound Statements of Advice (SoAs) and Records of Advice (RoAs)
  • Conducting detailed financial modelling, legislative research, and product analysis
  • Building and drafting comprehensive financial strategy papers

Requirements:

  • Minimum 4 years' experience in paraplanning or technical financial advice support roles
  • Advanced working knowledge of XPLAN and GoHighLevel
  • Strong analytical and problem-solving skills
  • Ability to work autonomously and deliver results at a high standard

Benefits:

  • 100% remote work with a stable full-time position
  • Clear career progression and performance-based growth opportunities
  • Collaborative culture that values performance, ownership, and innovation

How to Apply:

To apply, please submit your CV and a short cover letter describing your experience and why you're a great fit for this role.



  • Thāne, Maharashtra, India beBeeFinancialPlanning Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Senior Financial Planning SpecialistThis is a senior-level position that involves implementing and configuring SAP Business Planning and Consolidation. The ideal candidate will have experience with financial planning models, reporting, and analytics.The role entails designing, implementing, and maintaining financial planning models using SAP BPC.The...


  • Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,98,00,000 - ₹ 2,43,00,000

    Unlock Your Potential as a Senior EPM ConsultantAs a seasoned expert in Enterprise Performance Management, you will play a pivotal role in driving complex implementations and building enduring client relationships.EPM Solutions is a leading pure-play EPM partner and strategic Jedox implementation specialist in the Asia-Pacific region. We deliver cutting-edge...


  • Thāne, Maharashtra, India beBeeAccountancy Full time ₹ 8,00,000 - ₹ 12,00,000

    About our companyWe are a global business consulting company with a presence in multiple countries across the world. With associate tie-ups, we deliver end-to-end solutions across multiple business segments, including Finance ,HR Outsourcing, Recruitment, Start-up Funding, and Compliances.Our team partners with clients worldwide to provide strategic and...


  • Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,64,59,000 - ₹ 2,05,63,000

    Lead Financial PlannerJob SummaryWe are seeking a seasoned financial planner to lead the preparation of annual budgets, analyze financial performance, and provide actionable insights to management. The ideal candidate will have a strong background in financial planning and analysis.Key Responsibilities:Develop and analyze annual budgets to ensure alignment...


  • Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Summary:We are seeking a skilled Financial Analyst to join our organization. The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.Key Responsibilities:Develop and maintain comprehensive financial models and analyses to inform business decisions.Provide strategic...


  • Thāne, Maharashtra, India Fiserv Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Calling all innovators – find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card,...


  • Thāne, Maharashtra, India beBeeCfo Full time ₹ 45,00,000

    We are seeking a seasoned CFO to lead our financial strategy and planning.Responsibilities:Develop and execute comprehensive financial plans aligned with business objectives.Oversee annual budgeting, forecasting, and financial planning cycles to ensure accuracy and efficiency.Provide critical insights and recommendations to the leadership team for informed...


  • Thāne, Maharashtra, India beBeeFinancialAnalyst Full time ₹ 15,00,000 - ₹ 18,00,000

    Our organization specializes in providing financial services to small and medium-sized businesses. We deliver high-quality CFO solutions that cater to their financial management, planning, and analysis needs.Key ResponsibilitiesLead financial analyst teams and manage client deliverables.Handle budgeting, forecasting, financial modeling, and data...


  • Thāne, Maharashtra, India beBeeFinance Full time US$ 80,000 - US$ 1,50,000

    Finance Planning & Analysis ManagerThe ideal candidate for this role will have a strong background in financial planning and analysis, with experience in leading teams and driving business growth.Key Responsibilities:Develop and implement strategic plans to improve financial performance and drive business results.Lead a team of finance professionals in...


  • Thāne, Maharashtra, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000

    Job OverviewAs a key finance leader, you will oversee all financial management activities, including strategic planning, budgeting, and cash flow optimization for the organization.You will collaborate with senior leadership to drive financial efficiency, support business decisions, and ensure regulatory compliance.Key Responsibilities:Manage day-to-day...