Senior Paraplanner/Client Service Specialist

We are looking for Senior Paraplanners to assist wealth advisors operating in U.S. financial markets. This role plays a vital part in delivering high-quality financial planning services by providing administrative support to help deliver exceptional service to individual clients. Role Dimensions Collaborate closely with U.S. based wealth advisors to support comprehensive financial planning needs Providing support for processing client service needs (digital paperwork, report generation, agenda preparation) Document preparation for new clients Provide comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM Handle all communication between custodians and advisors or clients, including researching custodial issues Ensure timely and accurate completion of client documentation and follow-up action items Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience Conducting investment research (Stocks, Mutual Funds, ETF and Bonds) Preparing financial analyses and financial plans for HNI/UHNI clients Skill Set Preferably have 3-4 years experience of the US financial services market Strong understanding of U.S. financial planning concepts including investments, insurance, tax, and estate planning. Proficiency in using financial planning and wealth management tools and CRMs. Are willing to keep up to date with US based technical, taxation, legislation, product and provider changes Proficient in MS Office suite. Excellent Communication skills (Oral and Written) Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently