US Paraplanning - Senior Associate/Assistant Manager

US Paraplanning - Senior Associate/Assistant Manager

Job Summary:
We are seeking a highly motivated and experienced paraplanner with 3-5 years of experience to join our growing team. The ideal candidate will have a solid understanding of financial planning and compliance regulations in the US, strong analytical skills, and the ability to prepare comprehensive financial plans and reports using industry-standard software.

Key Responsibilities:

- Assist financial planners in creating comprehensive financial plans for US clients.
- Conduct research and analyze client portfolios, including risk profiling, investment strategy, and
cash flow analysis.
- Prepare a financial plan and other related documents.
- Ensure compliance with US regulations and maintain up-to-date knowledge of financial
products and strategies.
- Utilize financial planning software, including eMoney, MoneyGuidePro, RightCapital, and
Naviplan, to prepare and analyze client data.
- Liaise with clients, providing administrative support and responding to client queries.
- Support the implementation of financial recommendations, including retirement plans, Estate
planning, investment strategies, insurance, etc.
- Collaborate with financial advisors to ensure a seamless client experience.

Qualifications & Skills:

- 3-5 years of experience as a paraplanner or in a similar role.
- Strong knowledge of US financial planning standards, investment products, and regulatory
requirements.
- Experience using financial planning software like eMoney, MoneyGuidePro, RightCapital, or
Naviplan is essential.
- Excellent analytical and research skills.
- Proficiency in financial planning tools and software.
- Attention to detail and ability to work under tight deadlines.
- Strong communication and interpersonal skills.