Paraplanner

Paraplanner

Location: Buffalo Grove, IL – Fully On-site

Experience Level: Associate to Mid-Senior (3–5 Years Preferred)

Industry: Financial Services

Visa Sponsorship: Not available for this position.

Our firm has been retained by an established financial services practice to find a dedicated and detail-oriented Paraplanner. This role is ideal for a professional who enjoys the "behind-the-scenes" work of financial planning—building robust plans using a proprietary Excel-based system and managing the critical workflows that follow client meetings.

This position is a perfect fit for an experienced Paraplanner or a Financial Advisor/Planner who wishes to step away from the client-facing sales cycle and transition into a role focused entirely on the technical and administrative side of wealth management.

Key Responsibilities:

• Technical Plan Construction: Build comprehensive financial plans using proprietary Excel-based planning systems and complex client data.
• Meeting Follow-up: Manage the workflow of tasks and action items that follow client meetings to ensure seamless execution.
• Financial Strategy: Collaborate with Lead Advisors to prepare retirement income plans, investment summaries, and asset allocation analyses.
• Operational Support: Assist with onboarding new clients and inputting data into tax planning software and annuity quote engines.
• Data Integrity: Oversee one-off analysis requests and ensure the accuracy of all financial planning reports.

The ideal candidate will meet one of the following profiles:

1. An experienced Paraplanner with 3–5 years of direct experience, OR
2. A Service Advisor or Financial Planner looking to move away from client-facing responsibilities to focus on technical and administrative excellence.

Mandatory Qualifications:

• Experience: Minimum 1–3 years of experience within the financial services industry.
• Technical Skills: Exceptional Microsoft Excel skills and a genuine enjoyment of working with numbers and spreadsheets.
• Detail Orientation: Highly accurate with the ability to multitask in a fast-paced environment.
• Logistics: This is a fully on-site position in Buffalo Grove, IL.
• Education: Bachelor’s degree required.

Nice-to-Have:

• CFP® or CPA designations.
• Active Series 65 or Series 66 licenses.

Our client offers a professional and energizing company culture with a unique schedule that prioritizes work-life balance.

• Schedule: * Monday–Thursday: 9:00 am – 5:00 pm - Friday: 9:00 am – 2:30 pm
• Financial Security: 401(k) with a strong company match and annual team bonuses.
• Health & Wellness: Comprehensive health, dental, and vision insurance.
• Time Off: Generous paid time-off policy.
• Professional Growth: Mentoring directly from firm owners and senior advisors with clear career advancement opportunities.

Due to the high volume of applications we anticipate, we regret that we are unable to provide individual feedback to all candidates. If you do not hear back from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We genuinely appreciate your interest and wish you the best in your job search.

Commitment to Equality and Accessibility:

At MLabs, we are committed to offer equal opportunities to all candidates. We ensure no discrimination, accessible job adverts, and providing information in accessible formats. Our goal is to foster a diverse, inclusive workplace with equal opportunities for all. If you need any reasonable adjustments during any part of the hiring process or you would like to see the job-advert in an accessible format please let us know at the earliest opportunity by emailing [email protected].

MLabs Ltd collects and processes the personal information you provide such as your contact details, work history, resume, and other relevant data for recruitment purposes only. This information is managed securely in accordance with MLabs Ltd’s Privacy Policy and Information Security Policy, and in compliance with applicable data protection laws. Your data may be shared only with clients and trusted partners where necessary for recruitment purposes. You may request the deletion of your data or withdraw your consent at any time by contacting [email protected].