Paraplanner / Client Relationship Manager

1 · Can you apply from United States?

3 · How you get paid

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4 · Your working hours

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Full description

Essential Requirements We're looking for someone who can hit the ground running with minimal supervision. 4+ years' experience in a Paraplanner, Financial Planning Assistant or Client Relationship Manager role. Previous experience supporting a financial advisory or wealth management business. Experience using eMoney financial planning software. Familiarity with the Charles Schwab custodial platform. Experience working with CRM systems. Excellent verbal and written English communication skills. Strong organisational skills with exceptional attention to detail. Ability to work independently and proactively manage workloads. Comfortable speaking directly with clients via phone and video calls. Desirable Experience within a US Registered Investment Advisor (RIA) or wealth management firm. Knowledge of US financial planning processes and client service standards. Familiarity with SEC/FINRA compliance requirements. Compliance & Pre-Employment Requirements Due to the regulated nature of the financial services industry, the successful candidate must be willing to complete all required pre-employment compliance checks. These may include: ● Comprehensive background and employment verification. ● Criminal record/background checks (where applicable). ● Fingerprinting as required by industry regulations. ● Identity and right-to-work verification. ● Signing confidentiality and non-disclosure agreements (NDAs). ● Meeting any additional regulatory or licensing requirements relevant to the role.   Please only apply if you are comfortable completing these checks as part of the hiring process.