What are the responsibilities and job description for the Paraplanner position at E3 Financial Planning?
Job Overview
We are seeking a detail-oriented and motivated Paraplanner to join our financial services team. The ideal candidate will assist the lead advisor in providing exceptional service to clients by onboarding new clients, gathering data, conducting research and preparing financial plans within our financial planning software. Responsible for organizing and maintaining all financial documents. This role is crucial in supporting the overall efficiency of our advisory services and enhancing client satisfaction.
Principal Responsibilities
- Review statements provided by clients
- Input updated values and client information into appropriate planning software
- Conduct monthly / quarterly / ad hoc client reporting
- Interview clients about their attitudes, risk tolerance and goals
- Create personal financial statements
- Organize data
- Identify problem areas and summarize for the lead advisor
- Conduct research
- Read trade journals, books, and other publications
- Calculate projections
- Maintain mutual fund, variable annuity, and stock recommended lists
- Maintain up-to-date information on model portfolio performance (e.g., through Morningstar®)
- Maintain strong client relationships through effective communication and regular updates on financial progress.
- Utilize financial software to track and analyze client data, ensuring accurate reporting and compliance.
Service clients
Required knowledge / skills / competencies