Remote Paraplanner & Client Experience Pro

Assist World; South Africa; On-site; ZAR 982,639 - 1,473,959; Full time

Benefits offered by this job

Remote work

Birthday bonus $50

Testimonial bonus $200

No tracker

Job summary

Assist World is seeking an experienced Paraplanner/Client Relationship Manager to join a growing US-based wealth management firm. This full-time remote role supports a busy Financial Advisor and handles day-to-day planning and client relationship responsibilities from anywhere.

The ideal candidate has financial planning experience and enjoys direct client interaction to help grow the advisory practice. The role offers 100% remote work with a focus on delivering exceptional client service,

Qualifications

• 4+ years' experience in a Paraplanner, Financial Planning Assistant or Client Relationship Manager role.
• Experience supporting a financial advisory or wealth management business.
• Experience using eMoney financial planning software.
• Familiarity with the Charles Schwab custodial platform.
• Experience working with CRM systems.
• Excellent verbal and written English communication skills.
• Strong organisational skills with exceptional attention to detail.
• Ability to work independently and proactively manage workloads.
• Comfortable speaking directly with clients via phone and video calls.
• Experience within a US Registered Investment Advisor (RIA) or wealth management firm.
• Knowledge of US financial planning processes and client service standards.
• Familiarity with SEC/FINRA compliance requirements.

Responsibilities

• Act as the primary point of contact for client service enquiries.
• Build and maintain strong relationships with clients through phone, email and virtual meetings.
• Prepare and support financial plans using eMoney.
• Assist with financial planning recommendations and implementation.
• Manage client information and maintain accurate records within the CRM.
• Work with client accounts held on the Charles Schwab custodial platform.
• Coordinate with the Financial Advisor to ensure outstanding client service.
• Handle planning, administrative and follow‑up tasks independently.
• Help streamline internal processes and free up advisor capacity for business growth.

Skills

Client relationship management

Financial planning

CRM systems

English communication

Independent work

Attention to detail

Tools

eMoney

Charles Schwab

Job description

Assist World is seeking an experienced Paraplanner/Client Relationship Manager to join a growing US-based wealth management firm. This full-time remote role supports a busy Financial Advisor and handles day-to-day planning and client relationship responsibilities from anywhere.

The ideal candidate has financial planning experience and enjoys direct client interaction to help grow the advisory practice. The role offers 100% remote work with a focus on delivering exceptional client service,