What are the responsibilities and job description for the Paraplanner position at FIG Talent Solutions?
JOIN OUR TEAM TODAY!
We are expanding our operations to better service our growing client base. We have a Paraplanner position available in our Hemet, CA and Redlands, CA office. This is a full-time position reporting directly to our Lead Advisor.
YOUR ROLE : The Paraplanner position supports the Advisor in preparing all Client files with critical and pertinent financial planning information. They will work with Clients, independently and as a team member.
HOW YOU WILL MAKE AN IMPACT :
- Prepare financial summaries, analysis, and plans for Clients.
- Prepare for upcoming client appointments.
- Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings.
- Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings.
- Follow-up on all action items in a timely and thorough manner.
- Research information as necessary on a case-by-case basis.
- Assist in maintaining files and incoming calls to ensure appropriate hand off.
- Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work.
- Support the Advisor in serving clients.
- Work with team on file prep, as necessary.
- Provide exceptional client care while receiving and responding to client requests.
- Open new client accounts, process account applications, and manage monetary transfers.
- Receive and respond to client service requests each day, and in a timely manner.
WHY YOU ARE THE RIGHT PERSON :
