Paraplanner

Paraplanner

Location: Remote
Compensation:The final offer is at the clients discretion and depends on the candidates interview result skills and experience.

• Mid-Level Rate
  • Philippines: $912/hr
  • South Africa: $912/hr
  • India: $811/hr
  • Malaysia: $1013/hr
  • Kenya: $710/hr
    
• Senior Rate
  • Philippines: $1215/hr
    South Africa: $1215/hr
  • India: $1114/hr
  • Malaysia: $1315/hr
  • Kenya: $1012/hr

Schedule: Mo - Fr 08:00 a.m. 05:00 p.m. CST

About the Company

We are a dynamic client-focused financial advisory team dedicated to helping families secure their financial futures through personalized estate planning retirement strategies and wealth management. We value integrity gratitude teamwork and continuous learningand are committed to building a supportive efficient and growth-oriented environment for our offshore team.

We focus on innovation efficiency and collaboration hiring individuals who embody our core values and are eager to contribute to structured high-quality advisory workflows.

Role 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.

Key Responsibilities

Data Documentation & Systems Management

• Maintain accurate compliant client and prospect data across financial planning and CRM systems (eMoney Black Diamond Nitrogen HubSpot Salesforce).
  
• Organize financial documents update account and demographic information and ensure all files meet security and accuracy standards.
  
• Record meeting notes prepare follow-up tasks and generate paperwork (including DocuSign forms) to support smooth client operations.
  

Meeting Preparation & Planning Support

• Prepare meeting-ready summaries agendas and briefing packets by updating financial data identifying key changes and flagging planning gaps risks and opportunities.
  
• Ensure all pre-meeting workflowsincluding client updates plan inputs portfolio checks and required documentsare complete and accurate.
  

Financial Plan & Scenario Development

• Build and maintain financial plans in eMoney updating assumptions and running scenario models (retirement timing Social Security strategies spending changes etc.).
  
• Ensure all plans meet standards and are ready for advisor review.
  

Portfolio Risk & Tax Analysis

• Perform portfolio diagnostics assessing allocation drift concentration risk and portfolio accuracy; prepare portfolio review summaries.
  
• Manage risk assessments identifying alignment issues between client profiles and investment strategies.
  
• Upload and interpret tax returns summarizing opportunities such as Roth conversions capital gains considerations and bracket management strategies.
  

Prospect & Proposal Preparation

• Support prospect meetings by preparing draft plans proposal packages illustrations and visuals completing initial planning and data intake.
  
• Ensure prospect workflows are executed efficiently to support business development.
  

Research Quality Control & Workflow Optimization

• Conduct research on financial planning strategies investment options and technical topics to support advisor recommendations.
  
• Maintain accuracy consistency and compliance across all planning deliverables and CRM records.
  
• Contribute to ongoing improvement and standardization of planning processes and advisor workflows.
  

Hard Skills & Qualifications

Required:

• 10 years of paraplanning or financial planning support experience with U.S.-based advisory firms (RIA broker-dealer independent advisors).
  
• Extensive experience reviewing and handling U.S. financial documents (investment statements annuity contracts 401(k)/IRA statements insurance policies).
  
• Advanced understanding of U.S. financial terminology and planning concepts.
  
• Strong English communication skills (written and verbal).
  
• Exceptional data-entry accuracy and organizational ability.
  
• Strong proficiency with Microsoft/Google Workspace.
  
• Ability to work independently in a structured process-driven remote environment.
  

Preferred:

• Hands-on experience with eMoney Nitrogen HubSpot Salesforce or similar platforms.
  
• Experience supporting U.S. advisors in an offshore environment.
  
• A batteries-included mindset resourceful proactive and able to self-onboard.
  
• Familiarity with secure remote access environments (Datto Citrix etc.).
  

Why This Role Matters / Why Join Us

• Competitive offshore compensation.
  
• Work directly with a growing U.S. advisory team.
  
• Advance skills in financial planning software and operations.
  
• Stable long-term remote work aligned to U.S. business hours.
  
• Supportive team culture with clearly structured workflows.
  
• Opportunity for expanded responsibilities as trust and performance grow.