Chapter Job Postings



To post your career opportunity on this website, call or email the chapter office at (516) 542-2004 or fpali@optonline.net .


 


Paraplanner Job Description

This is a great opportunity for the individual whose long-term plan is to become a Financial Planner. The Paraplanner, together with the Senior Financial Planner and Client Services Coordinator, will work together as a strong team, to serve the client’s needs.

Primary Role

The role of the Paraplanner is to support the Senior Financial Planner in preparing and maintaining the client file, preparing and implementing recommendations, and reviewing the client’s needs, goals, and objectives.

Key Responsibilities

  • Attending client meetings with financial planner as required
  • Supporting the financial planner in research and analysis to meet client objectives
  • Compiling and analyzing client data and preparing cash flow analysis
  • Establishing internal relationships to help maintain business flow and meet agreed targets
  • Researching suggested solutions to support recommendations
  • Managing the preparation of client financial plans and suitability reports
  • Managing, recording, and monitoring client reviews on behalf of the planner and advisor
  • Promoting the profile of the business within the profession and wider communities
  • On-going professional development to meet personal development needs
  • Ensuring that all business conducted is done in a responsible and compliant manner

 Key Skills required

  • Understanding of the Financial Planning Process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Detail oriented and accurate
  • Articulate
  • Excellent inter‐personal skills, both written and verbal
  • Ability to multi‐task and prioritize effectively
  • Good report writing skills
  • Ability to work independently and in a team

 Qualifications

  • Bachelor’s degree
  • Enrollment towards CFP designation

 To talk further about the Paraplanner opportunity or if already working in the financial industry as an advisor and want to learn more about the possibilities of joining AFA please feel free to contact us and ask for David 516-762-7601 dchoit@attitudefinancial.com