Paraplanner

SUMMARY:
As a Paraplanner, you will play a critical role in supporting Financial Advisors in delivering exceptional financial planning services to clients. You will be responsible for conducting research, preparing financial reports, and ensuring compliance with relevant regulations.

POSITION INFO:

Key Responsibilities

• Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
• Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.
• Documentation: Prepare detailed reports, including cash flow analyses, retirement projections, and investment summaries.
• Compliance: Ensure all financial plans comply with legal and regulatory requirements.
• Technical Support: Utilize financial planning software to model client scenarios and present options.
• Client Communication: Coordinate with clients to gather necessary financial information and address queries as needed.

Qualifications

• Education: Bachelor''s degree in finance, economics, business administration, or a related field.
• Certifications: Preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.
• Experience: At least 1-2 years of experience in a financial planning, paraplanning, or advisory role.
• Technical Skills:
• Proficiency in financial planning software (e.g., Xplan, Voyant, or similar).
• Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint

Skills and Attributes

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Attention to detail and high level of accuracy.
• Ability to manage multiple tasks and prioritize effectively.
• A team-oriented mindset with a proactive approach to tasks.
• Knowledge of financial products, tax laws, and investment strategies.