Senior Financial Planner Position

Há 2 dias

São Paulo, São Paulo, Brasil beBeeAdvisor Tempo inteiro R$100.000 - R$150.000
Expert Advisor Role

Help clients create a secure financial future and achieve their long-term goals.

We are seeking an experienced Client Portfolio Manager to join our Financial Planning team. In this role, you will deliver advisory support to clients, sourced through our Financial Advisory team, as well as those from our legacy client book.

You will work across the Retirement business, guiding members through the transition to retirement and providing holistic solutions for clients with specific needs.

In addition to client work, you will have the opportunity to influence broader initiatives, shaping how we deliver financial wellbeing across the business.

This is an exciting opportunity for someone who thrives on delivering strategic, client-centered solutions and enjoys making real connections with clients.

The Key Responsibilities:

  • Building trusted relationships with clients and helping them make informed decisions on pensions, protection, and investment products.
  • Collaborating across teams to deliver joined-up advice that supports long-term financial wellbeing.
  • Contributing to key Financial Planning projects that shape the way we serve our clients and grow our offering.
  • Providing clear, personalised financial advice to existing clients, focused on enhancing their long-term security and wellbeing.
  • Partnering with internal Retirement teams to deliver meaningful guidance to members approaching retirement.
Essential Skills and Qualifications

The Requirement:

  • Proven experience as a paraplanner or financial advisor is highly desirable.
  • Must be QFA (Qualified Financial Advisor) & RPA (Retirement Planning Advisor) certified.
  • Strong organisational skills and the ability to follow a defined process meticulously.
  • Excellent teamwork capabilities and experience working in a collaborative environment.

We believe diversity makes us stronger and are committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity and are an equal opportunity employer.

  • Senior Financial Planner

    Há 6 dias

    São Paulo, São Paulo, Brasil beBeeAnaplan Tempo inteiro R$900.000 - R$1.500.000

    As a seasoned financial planner, you will be instrumental in driving complex projects that integrate business platforms and create seamless architectures for intelligent financial planning.Key Responsibilities:Lead high-performing teams to deliver senior client meetings, assess engagement risks, and drive FP&A project success.Collaborate with colleagues to...

  • Senior Financial Planner

    Há 6 dias

    São Paulo, São Paulo, Brasil beBeeFinancial Tempo inteiro R$90.000 - R$120.000

    The role of a Senior Accountant involves revolutionizing commerce globally.Key ResponsibilitiesDeveloping and maintaining financial models and forecasts to inform business decisionsPreparing and reviewing financial statements, including balance sheets, income statements, and cash flow statementsAnalyzing financial data to identify trends and areas for...

  • Senior Financial Analyst Position

    Há 2 dias

    São Paulo, São Paulo, Brasil beBeeFinancialAnalyst Tempo inteiro R$90.000 - R$120.000

    Senior Financial Analyst (Regulatory) RoleWe are seeking a Senior Financial Analyst to join our team and play a key role in preparing, reviewing, and validating financial and regulatory statements.This position requires strong analytical skills, attention to detail, and the ability to ensure compliance with relevant regulations and standards.A successful...

  • Senior Financial Planner

    Há 6 dias

    São Paulo, São Paulo, Brasil beBeeFinancial Tempo inteiro US$80.000 - US$100.000

    Job Title: Senior Financial Planning AnalystJob Summary:The Senior Financial Planning Analyst will be responsible for providing strategic financial support to the organization by analyzing and interpreting complex financial data, developing and maintaining financial models, and preparing detailed financial reports.Key Responsibilities:Develop and maintain...

  • Financial Analyst Position

    Há 6 dias

    São Paulo, São Paulo, Brasil beBeeFinancial Tempo inteiro

    Financial Analyst Job\The ideal candidate will have a strong analytical background and the ability to work in a dynamic environment.\Prepare and present monthly financial reports, including profit and loss statements and key performance indicators.\Additionally, you will be responsible for analyzing sales data and developing dashboards to monitor...

  • Senior Financial Planner

    Há 4 dias

    São Paulo, São Paulo, Brasil beBeeFinancial Tempo inteiro US$90.000 - US$114.000

    Job OverviewOur finance team plays a pivotal role in shaping our organization's strategic and tactical decision-making processes.We leverage cutting-edge financial analysis, planning, accounting, reporting, and performance evaluation techniques to advance medical innovation and improve lives.Responsibilities include managing the entire financial planning and...

  • Senior Financial Planner

    Há 2 dias

    São Paulo, São Paulo, Brasil beBeeFinancial Tempo inteiro R$70.000 - R$95.000

    Key Finance PositionThis is a pivotal role in the finance department, responsible for delivering critical support to the business through data analysis and strategic planning.ResponsibilitiesDevelop and maintain comprehensive financial models and forecasts to inform informed business decisions.Analyze complex financial data to identify trends and areas for...

  • Financial Leadership Position

    Há 6 dias

    São Paulo, São Paulo, Brasil beBeeLeadership Tempo inteiro US$140.000 - US$200.000

    Senior Actuarial & Financial LeadThe successful candidate will be responsible for leading clients' financial and actuarial engagements, working across different client profiles to expand their knowledge.

  • Regional Financial Leadership Position

    1 dia atrás

    São Paulo, São Paulo, Brasil beBeeFinance Tempo inteiro US$1.800.000 - US$2.000.000

    Senior Finance Manager Role OverviewThis position plays a pivotal role in driving the financial strategy of the organization, working closely with regional teams to analyze performance and provide recommendations for operational efficiency.Key Responsibilities:Financial Planning and Reporting: Lead the design and implementation of effective financial...

  • Strategic Financial Planner

    Há 2 dias

    São Paulo, São Paulo, Brasil beBeeFinance Tempo inteiro R$90.000 - R$120.000

    Job Description:The role involves supporting the Head of Finance in liaising with local finance teams and Country Managers to secure information, consolidate results, and provide accurate data for leadership decision-making.The candidate will also be responsible for planning shared costs, acting as a focal point for controls and compliance, and managing an...