Financial Planning Assistant
2 weeks ago
Transcend Practice Management is seeking a highly skilled and detail-oriented Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our advisory team by providing technical support, anticipating client needs, and creating accurate financial plans.
Key Responsibilities- Provide exceptional technical support to our advisory team, ensuring seamless execution of client plans.
- Engage in proactive and critical thinking to enhance our operations and drive business growth.
- Efficiently manage tasks, focusing the advisor's attention on high-priority activities.
- Develop and implement client planning strategies, ensuring accurate and timely completion of financial plans.
- Proactively communicate with clients to formalize their financial plans and respond to their service needs.
- Stay up-to-date on industry trends and best practices in financial planning.
- Collaborate with the team to ensure seamless client meetings, project timelines, and deliverables.
- Bachelor's degree preferred.
- FPQP, CFP, or AAMSSM certification a plus.
- 1-2 years of experience in the industry, preferably as a Paraplanner.
- Excellent verbal and written communication skills.
- Superior relationship management skills.
- Strong computer desktop skills, particularly in Microsoft Office tools and Money Guide Pro.
- Team player with a willingness to share knowledge and learn from others.
- Able to prioritize tasks, manage time effectively, and maintain a high level of integrity.
We offer a dynamic and supportive work environment that fosters career growth and development. As a Paraplanner, you will have opportunities to pursue advanced certifications, take on new challenges, and advance into leadership roles.
Apply today and take the first step towards a rewarding career with Transcend Practice Management
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Financial Planning Assistant
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