Paraplanner / Client Relationship Manager

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.