Paraplanner for Mission Financial Planners, LLC

Kestra Technologies; Paris; Sur place; EUR 40 000 - 60 000; Plein temps

Résumé du poste

Kestra Technologies in Paris seeks a Para Planner to aid the financial advisory team in preparing comprehensive financial plans and assisting with client management. Ideal candidates will have a Bachelor's degree and 2-4 years of relevant experience.

You will conduct detailed research on financial products and strategies, support client relationships, and prepare meeting materials. Strong analytical skills and financial software knowledge are essential. A CFP designation or progress towards certification is preferred.

Qualifications

• At least 2-4 years of experience in financial planning or related support roles.
• Strong analytical and problem-solving skills, with attention to detail.
• Ability to thrive in a fast-paced environment and manage multiple priorities.

Responsabilités

• Assist in the preparation, analysis, and presentation of financial plans for clients.
• Conduct in-depth research on financial products and investment strategies.
• Support Financial Advisors in developing and maintaining client relationships.

Connaissances

Financial planning software knowledge

Analytical skills

Communication skills

Problem-solving skills

Formation

Bachelor's degree

Outils

eMoney

Description du poste

As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.

Key Responsibilities

• Assist in the preparation, analysis, and presentation of financial plans for clients.
• Conduct in-depth research on financial products, investment strategies, and planning techniques.
• Support the Financial Advisors in developing and maintaining client relationships.
• Gather client data, calculate financial metrics, and develop financial scenarios.
• Prepare and organize meeting materials and documentation.
• Stay current with financial regulations, market trends, and industry best practices.

Qualifications

• Bachelor’s degree
• At least 2-4 years of experience in financial planning or related support roles.
• Knowledge of financial planning software; familiarity with eMoney is a plus.
• Strong analytical and problem-solving skills, with attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to thrive in a fast-paced environment and manage multiple priorities.
• CFP designation or progress toward certification is preferred.