Senior Financial Planning Associate
1 month ago
We are seeking a highly skilled and experienced Senior Financial Planning Associate to join our growing team at Befree - Finance and Accounting Business Process Outsourcing. This is an exciting opportunity for a motivated professional to work with a dynamic team and contribute to the success of our organization.
Key Responsibilities:- Assist senior financial planners in creating comprehensive financial plans for clients, ensuring compliance with relevant regulations and industry standards.
- Conduct in-depth research and analysis of client portfolios, including risk profiling, investment strategy, and cash flow management.
- Prepare high-quality financial plans and related documents, utilizing industry-standard software such as eMoney, MoneyGuidePro, RightCapital, and Naviplan.
- Maintain up-to-date knowledge of financial products and strategies, ensuring seamless integration into client plans.
- Liaise with clients, providing exceptional administrative support and responding to queries in a timely and professional manner.
The ideal candidate will possess 3-5 years of experience in a similar role, with a strong understanding of US financial planning standards, investment products, and regulatory requirements. Proficiency in financial planning software is essential, as well as excellent analytical and research skills.
Estimated Salary:$60,000 - $80,000 per annum, based on experience and location.
About Befree - Finance and Accounting Business Process Outsourcing:Befree is a leading provider of finance and accounting business process outsourcing services, dedicated to delivering exceptional results to our clients. Our team is passionate about providing innovative solutions that drive business growth and success.
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