Financial Planning Consultant

20 hours ago


Islamabad, Islamabad, Pakistan beBee Careers Full time
Investment Planning Expert

Main Accountabilities:

  • Provides expert guidance on investment planning and portfolio management.
  • Collaborates with clients to identify and prioritize their financial objectives, crafting customized investment strategies to achieve these goals.
  • Develops and maintains thorough knowledge of investment products, services, and market trends to deliver informed advice.
  • Evaluates and recommends investment opportunities that align with client interests.
  • Servicing existing clients and expanding business through referrals and new client acquisition.

Key Skills and Qualifications

  • CFA designation or equivalent experience.


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    We are seeking an experienced Strategic Business Consultant to work closely with the CEO and cross-functional teams. This role will be responsible for building the Profit & Loss (P&L) structure, tracking profitability, optimising costs, and driving business efficiency through automation and process improvement.RequirementsA relevant degree is preferred but...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Financial Planning Analyst Job DescriptionWe are seeking a highly skilled and strategic Financial Planning Analyst to join our team.Job SummaryThis is a key role that will be responsible for developing and implementing financial plans, analyzing financial data, and providing recommendations to management.Develop and implement financial plans to achieve...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Job Description:We are seeking a skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for designing comprehensive business plans, financial plans, and pitch decks for startup companies planning to establish solar system setups at the country level.The ideal candidate should have excellent communication skills,...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Financial Management ConsultantWe are looking for a highly experienced Financial Management Specialist to support our project. The consultant will provide expert advice on financial matters, ensuring the project runs smoothly and efficiently.The ideal candidate will have a strong understanding of financial regulations, including those set out by the World...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Finance Manager job description revolves around planning, execution, and analysis. This includes financial planning, budgeting, and forecasting, as well as analyzing financial data to support decision-making and strategy development.Responsibilities and Key RequirementsFinancial planning and budgetingAnalysis of financial dataDevelopment of strategic...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    I'm looking for a business planning expert to design a comprehensive financial plan and pitch deck for a startup company. The goal is to establish a solar system setup at the country level in Botswana and South Africa.We need to raise funds for this startup, requiring a solid financial plan along with a compelling pitch deck.Our existing business plan...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Financial Planning PositionThis position offers an exciting opportunity for a Finance Officer to contribute to the success of our organization. The ideal candidate will have a strong analytical mindset and excellent problem-solving skills.About the RoleThe Finance Officer will be responsible for conducting thorough analysis of financial data and performance...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Job Description:We are seeking a Financial Planning Analyst to join our finance team. The ideal candidate will have a strong background in financial planning, budgeting, and financial reporting.Main ResponsibilitiesP&L Management: Proven experience in developing, analyzing, and maintaining profit and loss statements to ensure financial stability and business...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    Strategic Education Planning ConsultantWe are seeking a seasoned education planning expert to lead the development of the Sindh ESP 2025-2030. The ESP will be a critical document guiding the education sector in Sindh, outlining programmatic priorities, outcomes, outputs, KPIs, costing, strategies, and arrangements to address educational challenges.The...


  • Islamabad, Islamabad, Pakistan beBee Careers Full time

    About the JobWe are seeking an experienced Chartered Accountant to join our team. The successful candidate will be responsible for preparing financial statements, business plans, and budget reports.Responsibilities:Preparing financial statements, business plans, and budget reports.Collaborating with internal or external auditors and dealing with any...