Senior Paraplanner

A Senior Paraplanner is a vital component of a financial advisory team, providing essential support in developing and implementing financial plans. This role demands a high level of expertise in financial analysis, client service, and regulatory compliance to assist financial advisors in managing and enhancing client portfolios.

Senior Paraplanners conduct detailed financial analyses, prepare client reports and support the strategic investment decisions that help clients achieve their financial objectives. 

This position requires a deep understanding of financial planning and client management. It also requires a proactive approach to adapting recommendations based on market changes and client life events.

Are you an experienced Paraplanner passionate about crafting tailored financial strategies that help clients achieve their dreams?

Join our team as a Senior Paraplanner today!

Here, you will utilize your expertise in financial planning to support our advisors in delivering comprehensive and compliant financial solutions. Your role will ensure the smooth operation of our financial planning process, from initial client engagement through ongoing portfolio management.

• Conduct in-depth financial analysis and research to support the creation of personalized financial plans.
• Prepare client meeting materials, including investment recommendations and financial reports.
• Review and update financial plans regularly to align with clients' goals and objectives.
• Collaborate with advisors to address client inquiries and provide financial guidance.
• Coordinate with external partners, such as accountants and lawyers, to streamline client financial strategies.
• Utilize financial planning software to model different scenarios and optimize clients' financial outcomes.
• Monitor and evaluate clients' financial progress toward their goals.
• Ensure compliance with regulatory requirements and internal policies.
• Provide training and guidance to junior paraplanners within the team.
• Assist in the development of long-term financial strategies for clients.
• Assist in the implementation of investment strategies and portfolio management.
• Maintain accurate client records and documentation.
• Identify opportunities for financial planning improvements and present recommendations to advisors.
• Keep abreast of industry trends, regulations, and best practices in financial planning.

• ncrease client retention rate by 15% within the first year.
• Reduce response time to client inquiries through efficient communication.
• Achieve a 90% accuracy rate in financial plan implementation.
• Improve portfolio performance for clients by 10% on average.
• Enhance overall client satisfaction scores through proactive financial planning.
• Generate additional revenue through identifying cross-selling opportunities with existing clients.

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• Bachelor's degree in Finance, Business administration, or a related field.
• Certified Financial Planner (CFP) designation is preferred.
• Minimum of 5 years of experience in financial planning or wealth management.
• Strong knowledge of investment products, financial markets, and tax implications.
• Proficiency in financial planning software and tools.
• Excellent communication and interpersonal skills.
• Detail-oriented with exceptional analytical abilities.
• Ability to work under pressure and meet deadlines.
• Professional demeanor with a client-focused approach.
• Strong work ethic and commitment to continuous learning.