About the Role

We are seeking a highly skilled and motivated Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a vital role in supporting our advisory team in delivering exceptional client experiences.

Key Responsibilities

• Provide technical support to the advisory team, anticipating their needs and delivering high-quality results.
• Engage in proactive and critical thinking to enhance our operations and drive business growth.
• Manage tasks efficiently, focusing the advisor's attention on high-priority activities.
• Create accurate financial plans in Money Guide Pro, performing complex analysis and implementing client planning strategies.
• Coordinate client meetings, prepare for and attend meetings, take notes, and correspond with clients.
• Develop client deliverables and reports in a timely, accurate, and informative manner.

Ideal Candidate Attributes

• Exceptional attention to detail and organizational skills.
• Energetic and enthusiastic approach to work.
• Strong commitment to exceeding client expectations.
• Flexibility and willingness to support the team in various capacities.
• Proficiency in handling diverse assignments and collaborating across the firm.
• Excellent communication skills for building relationships within the firm and with our clients.
• Self-motivated with excellent time management, prioritization skills, and ability to take initiative.
• High integrity, strong work ethic, and respect for confidentiality.
• Poise and maturity, particularly in high-pressure situations.
• Desire to be a long-term, integral part of our team.
• Vision for the long-term opportunities within the firm and the industry.

Qualifications

• Bachelor's degree required.
• 3 years of experience in the industry and as a paraplanner required.
• FPQP, CFP, or AAMSSM preferred.
• Excellent verbal and written communication skills.
• Superior relationship management skills.
• Strong computer desktop skills, particularly in Microsoft Office tools (Excel) and Money Guide Pro.
• Team player eager to share with and learn from the entire team.
• Able to be present and aware of what is needed; focused on doing the job well.
• Holding a long-term view, seeing opportunities ahead in the future and excited to take the steps to get there over time.
• Strong client advocate who does what they say they will do and follow through - Every. Single. Time.

Career Growth

We believe in nurturing your career aspirations and offer various career tracks, such as pursuing the FPQP designation for aspiring planners or advancing into a practice manager role to enhance client experiences. We are committed to investing in your future as much as you are committed to our firm.