Paraplanner

Paraplanner

Our client in the financial services industry is seeking a Paraplanner to join their team. This individual will need to have prior experience in financial planning, and will be detail\-oriented, maintains accuracy, and has a strong passion for the finance and retirement planning sector. The client is a small\-midsized firm who are an established practice for over 10+ years!

Your Role Within the Company 

• Collaborate and help prepare financial plan recommendations with the guidance of the team’s Lead Advisor
  


• Assist in preparing robust retirement income plans and income strategies
  


• Prepare investment portfolio summaries and asset allocation analyses
  


• Help communicate with clients occasionally for minor updates or needs
  


• Assist in preparing various financial planning reports
  


• Assist the Lead Advisor with onboarding new clients and ensuring their transition to our firm
  


• Help input data into our tax planning software to assess client tax situations and tax strategies
  


• Run simple illustrations for annuities using online quote engines
  


• Oversee preparation of various one\-off analysis requests
  


• Collaborate with team members and advisors on client cases
  

Background Profile:

• Bachelor’s degree
  


• Strong passion for financial planning, retirement planning and investments
  


• CFP or CPA designations are a plus, but not required
  


• Enjoy working with numbers and spreadsheets
  


• Very strong Microsoft Excel experience and familiarity
  


• Highly detail\-oriented and accurate
  


• High multitasking capabilities
  


• Looking for an in\-office position
  


• Minimum 1\-3 years of experience in the financial services industry
  


• Series 65 or Series 66 license are a plus, but not required
  

Must Have:

• An experienced Paraplanner with 3 \- 5 years of experience, or
  


• A Service Advisor, Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their role and prefers a full\-time position focused on the technical and administrative side of financial planning.
  


• Must have at least 1\-3 years of experience in the financial services industry