Paraplanner

A Paraplanner in a legal context is a professional who assists lawyers or legal advisors, particularly in the field of financial planning. They conduct research, prepare documentation, and carry out administrative duties. 

Their role is comparable to that of a paralegal, but is more specialized towards financial planning aspects within the legal profession.

Paraplanners assist legal professionals in managing their caseload and client relationships. 

Their responsibilities often include conducting preliminary research on legal and financial matters. They assist in preparing legal documents like wills, trust agreements, and contracts. They provide administrative support like setting up client meetings, maintaining files, and ensuring timely communication. 

They may also help in preparing financial plans or strategies for clients based on their financial situation and goals. They work closely with legal advisors to understand the client's needs.

Paraplanners do not provide legal advice, but they play an essential role in facilitating the legal advisory process.

Are you a detail-oriented and analytical professional with expertise in financial planning and legal knowledge? 

Join us as a Paraplanner and play a crucial role in supporting our team of financial planners in providing comprehensive financial advice to our clients!

Utilize your expertise in legal and regulatory requirements, investment products, and financial planning software to assist in financial planning, research, and data analysis

From reviewing legal documents to ensuring compliance with industry standards, your skills will contribute to delivering high-quality legal services!

• Create and maintain accurate records of client files and documents.
• Edit and revise legal documents, ensuring accuracy and adherence to firm's processes.
• Prepare contracts and legal documents based on existing templates.
• Review and analyze legal documents, identifying any discrepancies or issues.
• Assist with research and gather necessary documents for legal cases.
• Coordinate with internal and external stakeholders, such as attorneys, clients, and paralegal departments.
• Work on multiple tasks and timelines, prioritizing and managing competing priorities effectively.
• Maintain confidentiality of research information and client files.
• Collaborate with the paralegal department when necessary to support legal processes.
• Adhere to ethical and professional guidelines in all tasks and interactions.

• Ensure all legal documents are accurately prepared and in compliance with firm policies and legal requirements.
• Process and document all necessary legal paperwork in a timely manner.
• Draft and review contracts and agreements, identifying any errors or discrepancies.
• Effectively manage and organize client files and documents.
• Provide research assistance and gather necessary documents for legal cases.
• Meet deadlines and deliverables, maintaining high standards of accuracy and quality.

• Bachelor’s Degree in Law or a related field.
• Minimum of 2 years of experience in a paraplanning role within a legal setting.
• Excellent organizational skills and the ability to multitask effectively.
• Strong attention to detail and accuracy in all tasks.
• Ability to work independently with minimal supervision.
• Excellent written and verbal communication skills.
• Proficiency in using Microsoft Office Suite.
• Familiarity with legal processes and documentation.