Paraplanner - 51881705327

Location: Remote

Compensation: The final offer is at the client’s discretion and depends on the candidate’s interview result, skills, and experience.

Overview

The Paraplanner provides critical operational and planning support to U.S.-based financial advisors. This role is ideal for experienced paraplanners or planning support specialists with extensive knowledge of U.S. financial statements, planning workflows, and advisor support processes.

You will work across platforms such as eMoney, Nitrogen, HubSpot/Salesforce, and secure remote desktop systems. The Paraplanner ensures client files, data, and documents are accurate, organized, and meeting-ready at all times.

This role suits candidates who excel in detail-oriented work and have a deep understanding of U.S. financial terminology and planning workflows.

Responsibilities

• Data, Documentation & Systems Management: Maintain accurate, compliant client and prospect data acros...