Paraplanner - LifePlan Group

Paraplanner

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?

We are seeking a superstar Paraplanner in the financial advisory industry to join our well-established, dynamic, and growing Investment Advisory Firm in Raleigh, North Carolina. This person will be the right hand to our President and Lead Advisor for the firm in implementing and servicing financial plans for our clients.

Minimum Requirements:

• Minimum 5 years of financial industry operations experience including paraplanning and client service work, with a proven history of success supporting high-performing advisor(s).
• Bachelor’s Degree
• Health (Medicare) & Life Insurance Licensed, Series 65
• CFP certification preferred, but not mandatory
• Outstanding written and interpersonal communication skills
• Alignment with our team’s workplace culture and core values

This position also requires that you possess the following skills:

• Highly Personable: Relatable to clients in person and on the phone with a strong ability to convey trust and expertise.
• Detail Focused: Recognize the importance of accuracy in this role and execute in ways that minimize and eliminate errors.
• Process Oriented: Understand current office systems and continuously innovate to reduce errors and increase efficiencies.
• Tech Savvy: Proficient with Microsoft products (Outlook, Word, Excel), Client Relationship Management tools (Salesforce), and other technology tools.
• Self-Starter, Self-Manager: Takes initiative, anticipates needs, and gets stuff done consistently on time. Understands the autonomy of working on a high-performing small team.
• Grace and Poise Under Pressure: In a growth-focused business, things are always changing. We pride ourselves on the ability to function at a high level, especially when things get busy, by working together as a team and communicating effectively.
• Committed to Excellence: Exceed expectations and work hard on behalf of our clients and the firm.
• Team Player: Enjoys the fulfillment of working on a close-knit small team with a willingness to help each other and the needs of the firm.
• Positive Attitude: Has a can-do spirit and is fun to be around!

Responsibilities:

• Stay one step ahead of the advisor: Prepare advisor for prospective and existing client meetings by briefing upcoming meetings and staying ahead of necessary to-dos. Follow through on post-meeting client service action items.
• Prepare account-opening applications, transfers, client service and other administrative paperwork in a highly detailed and accurate manner.
• Work directly with clients to execute service work including: account openings, transfers, service requests, and other advisory requests from advisor and/or clients
• Prepare and Update Financial Plans, Investment Allocation models, Insurance proposals, and client meeting presentations
• Monitor and maintain firm-wide cash management, portfolio rebalancing, client portal access, and firm billing.
• Serve as an extension of the lead advisor in both written and verbal communication.
• Communicate professionally as a subject matter expert, with clients and service providers on updates and follow up needs.
• Receive incoming client service requests (by phone and email) and execute accordingly.
• Successfully juggle multiple priorities in a fast-paced, high-expectation environment, especially when dynamic needs of clients arise.
• Input detailed notes, compliance, status updates, and other items into our CRM.
• Assist in setting client meetings on the lead advisor’s calendar.
• Execute other administrative financial planning tasks and other team-wide duties as needs arise.

Salary:

• $80,000-$100,000

Hours:

• Monday -Friday: 9:00 am-5:00 pm (hybrid)
• Occasional need to work event and or weekend for client events

Benefits:

• Generous PTO
• 401k access with automatic employer contributions
• Health/Wellness stipend

Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!