Paraplanner

Workplace Harmony; Philadelphia (Philadelphia County); On-site; USD 60,000 - 90,000; Full time

Job summary

Workplace Harmony, a financial planning and wealth management practice, is seeking a Paraplanner to support financial advisors with client information analysis, plan preparation, and implementation support.

The ideal candidate has 1–3 years in financial planning, is proficient with eMoney and Microsoft Office (Excel/OneDrive), and demonstrates strong analytical, organizational, and communication abilities. A focus on accuracy, collaboration, and client service is essential.

Qualifications

• 1–3 years of experience in financial planning, wealth management, banking, or related financial services role.
• Experience with eMoney financial planning software.
• Proficiency with Microsoft Office Suite, including Excel and OneDrive.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Gather, organize, and analyze client financial information and documentation.
• Prepare comprehensive financial plans and supporting analyses.
• Conduct cash-flow analyses and assist in evaluating planning recommendations.
• Prepare financial planning reports, proposals, and client presentation materials.
• Assist advisors in implementing financial planning recommendations and action plans.
• Maintain accurate client records and ensure documentation is complete and organized.
• Assist advisors in preparing client meetings, agendas, and presentation materials.
• Follow up on client action items and service requests to ensure timely completion.
• Utilize Microsoft Office applications to manage documentation, track information, and support reporting needs.
• Coordinate with advisors and team members to facilitate a seamless client experience.
• Assist with special projects, process improvements, and operational initiatives.
• Maintain planning files and client information with accuracy and confidentiality.
• Partner closely with advisors and leadership to support client goals.
• Participate in team meetings, training sessions, and professional development opportunities.

Skills

Analytical thinking

Attention to detail

Communication skills

Time management

Problem-solving

Tools

eMoney

Microsoft Office

OneDrive

Job description

Our Financial Services client is seeking a detail-oriented and analytical Paraplanner to join our growing financial planning and wealth management practice. This role plays an integral part in supporting financial advisors and delivering an exceptional client experience through thoughtful planning, operational excellence, and collaboration.

The Paraplanner will support advisors by gathering and analyzing financial information, preparing comprehensive financial plans, conducting research and analyses, and assisting with the implementation of planning recommendations. The ideal candidate combines strong analytical capabilities with clear communication, attention to detail, ownership of responsibilities, and an eagerness to learn and grow within the financial planning profession.

Our firm is built on loyalty, integrity, and trust. We seek professionals who embody those values and are passionate about helping individuals, families, and business owners make informed financial decisions with confidence and clarity.

Key Responsibilities

• Gather, organize, and analyze client financial information and documentation.
• Prepare comprehensive financial plans and supporting analyses.
• Conduct cash-flow analyses and assist in evaluating planning recommendations.
• Prepare financial planning reports, proposals, and client presentation materials.
• Assist advisors in implementing financial planning recommendations and action plans.
• Maintain accurate client records and ensure documentation is complete and organized.

Advisor & Operational Support

• Assist advisors in preparing client meetings, including meeting agendas and presentation materials.
• Follow up on client action items and service requests to ensure timely completion.
• Utilize Microsoft Office applications, including Excel and OneDrive, to manage documentation, track information, and support reporting needs.
• Coordinate with advisors and team members to facilitate seamless client experience.
• Assist with special projects, process improvements, and operational initiatives.

Compliance & Team Collaboration

• Ensure work is completed in accordance with firm policies and regulatory requirements.
• Maintain planning files and client information with accuracy and confidentiality.
• Partner closely with advisors and leadership to support client goals.
• Participate in team meetings, training sessions, and professional development opportunities.
• Contribute to a culture of professionalism, accountability, collaboration, and continuous improvement.

Qualifications

Required

• One to three years of experience in financial planning, wealth management, banking, or a related financial services role.
• Experience with eMoney financial planning software.
• Proficiency with Microsoft Office Suite, including Excel and OneDrive.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Preferred

• Experience supporting financial advisors in a Registered Investment Advisory (RIA) or wealth management environment.
• Familiarity with retirement planning, investment management, and insurance planning concepts.
• Interest in pursuing professional development and growth within the financial planning profession.

Core Competencies

Success in this role requires:

• Exceptional attention to detail and accuracy
• Strong analytical and critical thinking abilities
• Clear and professional communication
• Collaboration and partnership with team members
• Ownership of tasks and accountability for follow-through
• Eagerness to learn and continuously improve
• Professionalism, discretion, and sound judgment
• A client-first mindset and commitment to service excellence