Financial Planning Paraplanner

Paraplanner

The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable.

Job Duties & Responsibilities

?Prepare financial plans and recommendations for financial planning clients

?Participate in the investment research process and be part of the Investment Committee Team

?Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations.

?Take thorough notes during new client meetings

?Use financial planning software to enter client data, create scenarios and reports

?Complete client assumptions, asset recommendations and plan recommendation documents

?Maintain effective working relationships with clients by assisting with their requests and account actions to completion

?Maintain client records, CRM database, and compliance files

?Request quotes for insurance

?Interface with team members, custodians, and insurance companies

?Track weekly results and turn into manager

?Create and update processes and procedures weekly

?Other assignments, as needed

Job Requirements

?3 years experience in the paraplanner role

?Bachelor's degree (Financial Planning or Finance preferred)

?Proficient in Microsoft Office (Word, Excel, Outlook, Teams) and with Adobe Acrobat

?Strong attention to detail with the ability to work independently while embracing team collaboration

?Highly organized

?Displays exemplary professional communication skills, verbal and written

?Must be professional, courteous, and dependable

?Excellent client service skills

?Ability to manage multiple projects at once with consistent follow-through Commitment to provide high-quality work both to internal and external partners

?Ability to meet deadlines

?Minimum 3 professional references required

?Process driven and results oriented

?Ability to work well in a fast-paced environment

Software Used

?Redtail

?Pershing

?TD Ameritrade VeoOne

?Adhesion

?eMoney

?Nitrogen (Riskalyze)

?Microsoft 365 (Excel, Word, PowerPoint, teams)

?Google Suite (Docs, Sheets, Forms)

?RoboForm

?Guru

?Precise FP

About the Client

Our client is a boutique wealth management firm that has been in business since 2007. They specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners.

As an independent investment firm, they offer unique investment options, including Alternative Investments, Private Real Estate portfolios, and access to world-class Institutional Managers.