Paraplanner

Ivy Way Placements; Offre d’emploi; Hybride; EUR 51 000 - 69 000; Plein temps

Résumé du poste

A financial services firm is seeking a remote Paraplanner to join their team. The role requires a minimum of 7 years of experience and involves preparing financial documents, collaborating with a team, and managing client cases. The ideal candidate will have an undergraduate degree and proficiency in tools like Orion and Right Capital. This position offers a collaborative work environment aimed at professional development and client satisfaction.

Qualifications

• 7+ years minimum experience as a Paraplanner.
• Acts with integrity and maintains confidentiality.
• Displays high level of effort and commitment.

Responsabilités

• Prepare client financial statements/documents from client document production.
• Assist planning team in developing client solutions to financial/investment/tax/estate planning opportunities.
• Cash flow modeling.
• Assist with the creation of business reports in SFDC for case management.
• Assist in client casework requiring research and client presentation.

Connaissances

Detail-oriented

Client management

Financial analysis

Communication skills

Formation

Undergraduate degree

Outils

Orion

Right Capital

Description du poste

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:

• Talent Acquisition: Connecting highly skilled finance professionals with leading firms.
• Career Coaching: Assisting candidates navigating their career paths within the finance industry.
• Client Consulting: Advising companies on best practices for recruitment and talent retention.
• Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities.

Job Description

This is a remote position.

Seeking a Paraplanner to be a key member of our team, providing service to our clients, strategic partners, and our consulting team. This is an excellent opportunity to work with a small group of experienced financial planners and gain experience in a collaborative boutique setting serving both HNW and ultra HNW individuals/families. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed.

As a Paraplanner, you will be responsible for new and existing business cases management. In addition, you will play a central role in our data management process (collecting, organizing, exploring, modeling & reporting) as related to case management, financial planning, and investment analysis. Furthermore, you will collaborate with internal and external third-party experts that round out a client’s professional roster. Finally, delivering outstanding service to build and maintain client loyalty. You will work closely with our team to achieve client, team and individual objectives.

Roles and Responsibilities

• Prepare client financial statements/documents from client document production
• Assist planning team in developing client solutions to financial/investment/tax/estate planning opportunities
• Cash flow modeling
• Assist with creation of business reports in SFDC for case management, goal and revenue tracking
• Assist in client casework that requires the ability to research, learn and produce a presentation that can be received and understood by a client

Requirements

• 7+ years minimum experience as a Paraplanner
• Undergraduate degree is Required
• Previous experience with RIA preferred
• Acts with integrity and must be able to maintain confidentiality
• Displays high level effort and commitment towards performing work
• Accurate, organized and highly detail oriented
• Shows understanding, friendliness, courtesy, tact and empathy to people from various backgrounds

Software usage & proficiency

• Orion
• Right Capital (or similar)