Roles and Responsibilities: The Paraplanner's role may be broken down into four key parts: A. Preparing and maintaining the client files software entries. B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met. C. Implementing recommendations. D. Review external networks. A. Preparing and maintaining the client file: -Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information required to compile a financial plan. -Specific activities include: -Check all compliance paperwork is present -Confirm client risk profile is determined -Discuss client objectives with planner -Identify and obtain the information necessary to compile financial cash flow forecast -Compile draft net worth statement; income and expenditure statements and financial -Cash flow forecast and discuss with planner. B. Understanding and analyzing the recommendations -Identify areas for planning -Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs -Prepare information/comparisons for analysis. -Complete current and future net worth and cash flow projection as per the recommendation. -Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: -Complete application / proposals forms -Ensure all compliance paperwork is in order -Make changes to clients investments as instructed -Implement the chosen investment strategies D. Review: -Organise future planning meetings with client as per the review period. -Complete review packs in preparation for client meeting. -Review investment portfolio, asset allocation, risk profile etc. Key Skills: -Excellent Verbal and Written Communication Skills -Strong Financial and Analytical skills -Knowledge of MSExcel, MSWord Qualifications and Experience: -MBA Finance/US-CMA graduates /MBA/M.Com/CFP - Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM Job Location, Work Timings and Work Model: -Bangalore -7:30 AM to 4.30 PM (IST) and 1st, 3rd, 5th Saturday off -Full time

Role: Functional Audit Responsibilities: • Audit Planning & Execution: o Develop and implement cross-functional audit plans and strategies based on risk assessments. Conduct audits across various departments, such as finance, operations, IT, Network, and HR, ensuring comprehensive coverage. Evaluate the adequacy of internal controls, compliance with policies, and adherence to industry standards. • Risk Assessment & Analysis: Identify and assess potential risks, inefficiencies, and control gaps within processes and systems. Provide actionable recommendations to mitigate risks and enhance operational effectiveness • Documentation & Reporting: Prepare detailed audit reports summarizing findings, insights, and recommendations for senior management. Maintain accurate records of audit procedures, findings, and follow-ups for future reference • Collaboration & Stakeholder Engagement: Partner with various departments to understand workflows and operational challenges. Act as a trusted advisor by providing guidance on compliance and process improvements. o Present audit results to stakeholders and assist in the implementation of corrective actions. • Continuous Improvement: Monitor the implementation of audit recommendations and assess their effectiveness. Stay updated on changes in regulations, industry trends, and best practices to ensure the audit process remains relevant and effective. Identify opportunities for streamlining processes and promoting innovation. Qualifications and Experience: Masters degree in Accounting, Finance, Business Administration, or a related field. Professional certifications (e.g., CA, CPA, or equivalent) preferred. Proven experience in internal or external auditing, risk management, or a related field. Familiarity with cross-departmental processes and diverse business functions Key Skills: Strong analytical and critical thinking skills. Proficiency in audit tools and software. Excellent communication and interpersonal skills for engaging with stakeholders. Ability to manage multiple projects and meet deadlines under minimal supervision. Knowledge of regulatory requirements and standards relevant to the industry. High attention to detail and a commitment to delivering accurate, high-quality results. Ethical mind set with the ability to maintain confidentiality and independence. Cross-functional collaboration and adaptability. Risk and control awareness. Problem-solving and decision-making. Effective communication and reporting. Process improvement orientation. Job Location, Work Timings and Work Model: • Gandhinagar- GIFT CITY • Full time • 7.30 am to 4.30 pm IST (1 st,3rd,5th Saturday off)

About us: befree is a leading provider of accounting and finance outsourcing solutions across the globe. For nearly 18 years, we have been delivering better efficiencies and higher profit margins for thousands of accountants and finance professionals worldwide. We combine our deep industry knowledge with technology and automation to co-create innovative and customized yet scalable outsourcing and automation solutions. befree is an ISO - 27001 certified company and GDPR compliant, making our offices and systems on par with international best practices for information security management. Visit our website to learn more about our amazing culture and employees: https://befreeltd.com/ Roles and Responsibilities:Paraplanning Australia The Paraplanners role may be broken down into four key parts:A. Preparing and maintaining the client files software entries B. Understanding and analysing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information required to compile a financial plan.Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determinedDiscuss client objectives with planner Identify and obtain the information necessary to compile financial cash flow forecastCompile draft net worth statement; income and expenditure statements and financial Cash flow forecast and discuss with planner.B. Understanding and analysing the recommendationsIdentify areas for planningUndertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs Prepare information/comparisons for analysis.Complete current and future net worth and cash flow projection as per the recommendation. Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations:Complete application / proposals formsEnsure all compliance paperwork is in order Make changes to clients’ investments as instructed Implement the chosen investment strategies D. Review:Organise future planning meetings with client as per the review period. Complete review packs in preparation for client meeting.Review investment portfolio, asset allocation, risk profile etc. Key Skills: Excellent Verbal and Written Communication Skills Strong Financial and Analytical skills Knowledge of MSExcel, MSWord Qualifications and Experience: MBA Finance/US-CMA graduates /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM Job Location, Work Timings: 7:30AM To 4:30PMWork Location: Chennai(1st, 3rd, 5th Saturday off)

Job Title: Associate - SMSF / Australian AccountingJob Location: Vadodara and GandhinagarJob Timings: 7:30 AM to 4:30 PM (Monday - Saturday)Weekend Off: 1st, 3rd, and 5th SaturdaysJob Responsibilities:Prepare Financial Statements and Tax Returns for Self-Managed Superannuation Funds (SMSF) in compliance with the SIS Act and the Income Tax Act of Australia.Conduct audits of financial statements from a compliance, SIS Act, and Income Tax Act perspective, and prepare audit reports and related correspondence.Submit written reports to the tax office detailing any contravention of the SIS Act that may affect the interests of the funds members or beneficiaries.Prepare management letters or audit finalization reports for trustees, summarizing audit findings, actions taken, proposed actions, and identifying potential weaknesses in administrative procedures or systems.Prepare Business Activity Statements (GST Returns) as required.Research technical issues related to SMSFs and provide solutions.Handle all aspects of client work, from compliance to tax planning.Provide advisory services on SMSF administration and operational matters, including guidance on establishing an SMSF, adding trustees and members, and asset valuation.Advise on compliance with in-house asset rules and adjustments to contribution levels in response to changes in the superannuation guarantee.Process transfers or rollovers of funds into or out of SMSFs, ensuring compliance with relevant decisions.Engage with the ATO, ASIC, and OSR regarding taxation, audits, and SMSF-related issues on behalf of clients.Educational Qualifications / Skills:Inter CA, CMA Inter, CMA Final (not pursuing further studies) or any other relevant accounting qualification with applicable work experience.B.Com, and M.Com holders with additional 1-2 years accounting experience will also be considered.Experience:Minimum 1 year of experience working with SMSFs.Proven work experience in accounting, auditing, and taxation.Strong analytical, organizational, and problem-solving skills.Average to good communication skills.

Job Title: Associate - UK BookkeepingLocation: Chandkheda, Ahmedabad, Gandhinagar (Gift City)Shift Timing: 10:30 AM 7:30 PM (1st, 3rd & 5th Saturdays off)Roles & Responsibilities:Maintain clients' Books of Accounts, including processing sales invoices, purchase invoices, recording administration expenses, and bank reconciliations.Prepare monthly, quarterly, and half-yearly management accounts as per client requirements.Prepare and submit VAT returns within the specified deadlines.Perform Accounts Payable (AP) and Accounts Receivable (AR) analysis.Reconcile various ledgers such as VAT, PAYE, Loans, etc.Prepare and process timesheets and payroll for clients.Handle payroll processing and related filings.Communicate effectively with clients and manage their daily workflow, addressing queries to ensure timely and accurate task delivery.Work independently with minimal supervision, ensuring tasks are completed with zero errors.Qualifications & Requirements:Education: ACCA (completed at least 10 papers), ACCA pursuing, ICWA, or CA-Inter (not pursuing further studies)- (With minimum 1 year UK Bookkeeping experience)B. Com, M.Com (With minimum 1 year UK Bookkeeping experience)Experience: 1 to 4 years of experience in UK Bookkeeping.Skills: Good written and spoken English communication skills are highly desirable.What We Offer:Ongoing training and knowledge updates in the relevant field.A dynamic and stimulating work environment.Excellent long-term career growth opportunities.Continuous learning and development through internal and external training.Complimentary lunch provided by the company.

Roles and Responsibilities:Paraplanning AustraliaThe Paraplanners role may be broken down into four key parts:A. Preparing and maintaining the client files software entries B. Understanding and analysing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information required to compile a financial plan.Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determinedDiscuss client objectives with planner Identify and obtain the information necessary to compile financial cash flow forecastCompile draft net worth statement; income and expenditure statements and financial Cash flow forecast and discuss with planner.B. Understanding and analysing the recommendationsIdentify areas for planningUndertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs Prepare information/comparisons for analysis.Complete current and future net worth and cash flow projection as per the recommendation. Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations:Complete application / proposals formsEnsure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies D. Review:Organise future planning meetings with client as per the review period. Complete review packs in preparation for client meeting.Review investment portfolio, asset allocation, risk profile etc. Key Skills: Excellent Verbal and Written Communication Skills Strong Financial and Analytical skills Knowledge of MSExcel, MSWord Qualifications and Experience: MBA Finance/US-CMA graduates /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM Job Location, Work Timings: 10:30AM To 7:30PMWork Location: Vadodara(1st, 3rd, 5th Saturday off)

Position: Associate- SMSFBefree is one of the largest companies in Australia, offering expert end-to-end Accounting and Financial Services to clients. We are also expanding our base in the UK market for accounting and financial services. At Befree, we help companies of all shapes and sizes to manage their accounting and bookkeeping requirements. Trusted by over 1500 clients across a multitude of sectors, we work closely with them to deliversolutions modeled around their needs. Visit our website www.befree.com.au for more details.Job Overview:We are looking for an Associate to join our team in the SMSF (Self Managed Super Fund) division. This role offers a fantastic opportunity to kickstart your SMSF auditing career with hands-on experience, ongoing training, and expert mentoring.Key Responsibilities:Conduct SMSF financial statement audits in compliance with industry standards.Review SMSF compliance with the SIS Act & Regulations.Follow internal audit procedures while maintaining high service standards.Identify and assist in resolving technical and compliance issues.Develop and maintain relationships with external accountants to ensure smooth audit processes.Educational Qualifications/Skills: MBA FresherJob Location : Vadodara and GandhinagarJob Timings : 7:30 am to 4.30 pm (Mon-Sat)1 ,3 and 5th Saturday off

Position: Business Development Executive - International Financial ServicesJob Overview: This role is responsible for executing business development strategies aimed at creating and converting a strong sales pipeline, ultimately driving sales success. The ideal candidate will possess a blend of skills, including international sales expertise, exceptional communication (both written and verbal), and experience in B2B marketing. The role requires a proactive, results-driven approach to identifying and nurturing business opportunities in the international financial services sector.Key Responsibilities:Conduct cold calling and outreach to potential clients to generate leads.Leverage multiple lead generation methods, including networking, internet searches, and industry-specific platforms, to identify qualified prospects.Develop and maintain relationships with key decision-makers at target organizations to generate new business opportunities.Effectively communicate the benefits and costs of our financial services to prospective businesses, ensuring they are fully informed of our offerings.Assist in building and managing a strong pipeline of new customers and projects, collaborating with senior sales team members to meet revenue goals.Cultivate and maintain professional, long-term relationships with both existing and prospective clients.Demonstrate high energy and professionalism when engaging with internal teams and external networks. Desired Profile:2 to 4 years of international B2B sales experience in financial services or related industries is essential.Qualifications and Experience:Bachelors or Masters degree in any discipline.24 years of international B2B sales experience, with a focus on engaging clients in accounting and finance services.Skills Required:Exceptional written and verbal communication skills, with the ability to convey complex information clearly and persuasively.Strong interpersonal skills, with a proven ability to build and maintain relationships with clients and key stakeholders.Highly action-oriented, self-motivated, and capable of working independently.Flexible and adaptable, willing to take on a diverse range of tasks and challenges.Strong business acumen, with the ability to understand and navigate client needs in the financial services sector.Exceptional attention to detail, ensuring accuracy and quality in all interactions and deliverables.

Dear Candidate,Greetings from the Befree HR Team!! Role: HR and Admin - ChennaiJob Responsibilities: Human Resources (HR) Responsibilities:Manage end-to-end recruitment, including sourcing, screening, interviewing, and on boarding.Develop talent pipelines and maintain a strong database of potential candidates.Collaborate with hiring managers to understand job requirements and create effective hiring strategies.Use job portals, social media, referrals, and other channels for sourcing candidates.Conduct initial screening calls and co-ordinate interviews.Ensure a smooth on boarding experience for new employees.Design and implement employee engagement programs to boost morale and productivity.Organize team-building activities, rewards & recognition programs, and wellness initiatives..Plan and execute company events, celebrations, and cultural activities.Act as a point of contact for employee concerns, addressing them proactively to enhance job satisfaction.Promote the companys culture and values to attract top talent..Maintain HR records, reports, and dashboards for recruitment and engagement activities.Ensure compliance with company policies and HR best practices.Develop and implement employee engagement initiatives to foster a positive work environment.Administrative Responsibilities:Oversee office administration, including facilities management and vendor coordination.Manage procurement of office supplies, IT equipment, and other necessary resources.Handle travel and accommodation arrangements for employees.Ensure proper documentation, record-keeping, and data confidentiality.Assist in organizing company events, meetings, and employee engagement activities.Supervise housekeeping, security, and overall office maintenance.Qualifications and Experience: Bachelors degree in HR, Business Administration, or a related field.2+ years of experience in HR and Admin.Strong understanding of talent acquisition strategies and employer branding.Excellent communication, interpersonal, and organizational skills.Ability to work in a fast-paced environment and handle multiple tasks.Proficiency in HRMS, job portals, LinkedIn, and MS Office.Key Skills: Strong analytical and critical thinking skills.Excellent communication and interpersonal skills for engaging with stakeholders.Ability to manage multiple projects and meet deadlines under minimal supervision.High attention to detail and a commitment to delivering accurate, high-quality results.Ethical mind set with the ability to maintain confidentiality and independence.Cross-functional collaboration and adaptability.Problem-solving and decision-making.Process improvement orientation.