Seasoned Financial Planning Expert

1 day ago

Salem, Tamil Nadu, India beBeeParaplanning Full time AU$ 1,20,000 - AU$ 1,50,000

Job Title: Seasoned Financial Planning Expert

Job Description:

We are seeking a highly skilled and experienced Senior Paraplanner to join our remote team. As a seasoned professional in the financial advice industry, you will be responsible for delivering high-quality technical advice preparation, client implementation, and strategy development.

  • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
  • Conduct detailed financial modelling, legislative research, and product analysis.
  • Construct advice documents using XPLAN in line with ASIC and licensee standards.
Key Responsibilities:Technical Advice Preparation
  • Develop comprehensive strategy papers outlining rationale, benefits, risks, and implementation approach.
  • Translate complex financial scenarios into clear, client-ready written strategies.
  • Collaborate with senior advisers to refine and present strategy documentation during the advice process.
Implementation & Client Workflow
  • Execute pre-boarding, onboarding, and implementation of client strategies.
  • Manage rollovers, contributions, investment switches, insurance applications, and other advice actions.
  • Communicate with clients and providers to ensure accuracy and timeliness of implementation tasks.
Systems & Process Management
  • Utilize XPLAN for advice production and CRM tracking.
  • Use GoHighLevel to manage workflows, automation, and communications.
  • Identify and improve operational bottlenecks to drive efficiency.

What We Offer:

  • 100% remote work, stable full-time position.
  • Opportunity to work with a leading boutique advisory firm.
  • Clear career progression and performance-based growth opportunities.
  • Collaborative culture valuing performance, ownership, and innovation.
  • Exposure to complex, high-net-worth client strategies.

  • Financial Planning Expert

    1 day ago

    Salem, Tamil Nadu, India beBeeAccountant Full time ₹ 9,00,000 - ₹ 18,00,000

    Senior Finance RoleThe role encompasses financial planning, analysis, and reporting with a focus on providing actionable insights for strategic decision-making.Key responsibilities include assisting in the preparation of financial statements, managing month-end closing processes, and maintaining strong expertise in SAP and FP&A.Requirements:A qualified...

  • Financial Planning Consultant

    5 days ago

    Salem, Tamil Nadu, India beBeeTagetikProfessional Full time ₹ 12,00,000 - ₹ 20,00,000

    Job Role:We are seeking a skilled and experienced Tagetik professional to deliver high-quality financial planning, consolidation, budgeting, and reporting solutions.Key Responsibilities:Implement Tagetik for financial consolidation, planning, and reporting needs.Configure and optimize Tagetik modules, including budgeting, planning, forecasting, and financial...

  • Chief Financial Strategist

    2 days ago

    Salem, Tamil Nadu, India beBeeStrategic Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Financial Leadership OpportunityWe are seeking a seasoned finance professional to lead our financial operations across multiple business units and geographies. This critical role involves developing and executing the company's financial strategy, ensuring sound financial planning, resource allocation, and profitability.The ideal candidate will possess a deep...

  • Senior Financial Strategist

    5 hours ago

    Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 1,44,00,000 - ₹ 2,16,40,000

    High-Value Portfolio ManagerWealthy individuals demand sophisticated financial strategies to optimize and preserve their assets. A seasoned High-Value Portfolio Manager plays a pivotal role in cultivating relationships, identifying opportunities, and providing expert advice on investments.Key Responsibilities:Solicit affluent clients through targeted...

  • Senior Financial Manager

    5 hours ago

    Salem, Tamil Nadu, India beBeeAccounting Full time ₹ 25,00,000 - ₹ 30,00,000

    Accounting Leadership OpportunityAs a seasoned accounting professional, you will lead financial operations and drive business results.Key Responsibilities:Financial Oversight: Oversee daily accounting activities, including billing, accounts receivable, accounts payable, general ledger, cost accounting, and inventory management.GST Expertise: Serve as subject...

  • Expert Auditor in Financial Statement Assurance

    2 days ago

    Salem, Tamil Nadu, India beBeeAudit Full time ₹ 10,80,000 - ₹ 15,12,000

    Job Title:Audit Expert in Financial Statement Assurance

  • Chief Financial Operations Manager

    6 hours ago

    Salem, Tamil Nadu, India beBeeAccountant Full time ₹ 75,60,000 - ₹ 91,80,000

    Job OverviewA seasoned finance expert is required to oversee the management of daily accounting operations, including accounts payable and receivable, general ledger, and reconciliations in Tally/ERP.Key Responsibilities:Manage day-to-day accounting tasks, ensuring accurate and timely processing.Prepare comprehensive financial reports, including balance...

  • Senior Financial Systems Integration Specialist

    7 hours ago

    Salem, Tamil Nadu, India beBeeFinance Full time ₹ 18,00,000 - ₹ 22,00,000

    Financial Systems Integration SpecialistWe are seeking a seasoned professional to lead the implementation of SAP Central Finance solutions, focusing on integrating financial data from various systems and optimizing financial processes. The ideal candidate will have 8-10 years of experience in related field and possess excellent communication, problem-solving...

  • Financial Management Specialist

    1 day ago

    Salem, Tamil Nadu, India beBeeTagetik Full time ₹ 8,00,000 - ₹ 10,00,000

    Tagetik Expert WantedWe are seeking an experienced Tagetik professional to fill a key role in our organization.Job Overview:The ideal candidate will have in-depth knowledge of CCH Tagetik's EPM, FPM, and CPM solutions, with expertise in implementing financial consolidation, planning, and reporting needs.Implement Tagetik for comprehensive financial...

  • Chief Financial Strategist

    1 day ago

    Salem, Tamil Nadu, India beBeeRiskManagement Full time ₹ 25,00,000 - ₹ 35,00,000

    Financial ExpertWe are seeking top-caliber financial experts to join our team and contribute to the development of institutional-grade finance software.This is not your typical analyst role. Our experts work closely with product, engineering, and data science teams to build innovative solutions for the future of finance.Key Responsibilities:Presentation and...