What are the responsibilities and job description for the Paraplanner position at FIG Talent Solutions?
Position Overview
We are expanding our operations to better serve our growing client base. We have a Paraplanner position available in our Hemet, CA and Redlands, CA offices. This is a full-time position reporting directly to our Lead Advisor.
Your Role: The Paraplanner supports the Advisor in preparing all Client files with critical financial planning information. You will work with Clients, independently and as a team member.
Making an Impact:
- Prepare financial summaries, analysis, and plans for Clients.
- Prepare for upcoming client appointments.
- Ensure files are prepared for the 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 proper 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.
- Collaborate with the 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 daily, in a timely manner.
Requirements:
- Series 65 required
- A concentration in accounting, business, economics, or financial planning is encouraged.
- Three years of experience in the finance industry.
