A Paraplanner undertakes administrative tasks relating to financial planning carried out by the junior members of a financial planning group. The job description entails analysing client’s needs, researching and recommending suitable products. Some of the work activities are listed on the Paraplanner Resume as – carrying out para planning tasks such as preparing financial reports, creating client invoices, preparing plans and reports, managing the firm’s financial planning software and billing clients, updating client’s situation changes, gathering new information and providing financial planners with updated projections, and identifying documents.
To excel in this role, the following skills are needed – strong grasp of financial software, and financial planning skills; knowledge of CRM, financial industry experience, and excellent project management skills. Paraplanners are expected to have a degree in accounting or finance. Candidates enrolled in a financial planning education program leading to CFP/CPA/PFS gain eligibility for this role.
Objective : Over 12 years of experience in the financial services industry collaborating with financial advisors providing both in-house and back office support.
Skills : Sales, Salesforce, Strategic Planning, Negotiation, Communications, Team Building, Management, Accounting, Finance, Written Communication, Public Speaking.
Description :
Tracked new business on a daily basis.
Handled client transactions and issues in a timely manner.
Worked with clients to gather necessary data for a complete analysis.
Created written comprehensive proposals analyzing clients short/long term financial goals.
Managed and created deliverables for wrap accounts.
Ran life insurance proposals and re-projections.
Assisted in hiring and training of new staff.
Developed marketing strategies and planned events to acquire new clients and deepen current client relationships.
Experience
2-5 Years
Level
Junior
Education
Business Administration
Paraplanner Resume
Objective : More than 5 years successful experience in customer service and support with recognized strengths in account maintenance, problem-solving, sales staff support, and face-to-face communication. Possess unparalleled hospitality and communication skills. Excellent working knowledge using both Windows and Mac systems; Microsoft Office and Outlook programs.
Skills : Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Proficient In Microsoft Word, Microsoft Project, Customer Service, Sales.
Description :
Developed retirement projections.
Assessed and recommended insurance coverage.
Assessed financial investment portfolios with staff advisors.
Worked with clients to identify financial needs.
Taken steps and continue to work toward becoming a financial advisor.
Created client appreciation events/financial seminars, topics included: Social Security, real estate investment trusts, identity theft, long-term.
Objective : Finance professional looking to obtain a position that will utilize the skills and experience I have acquired working in the finance industry and during a 10-year career as a professional journalist. Hope to find a challenging position working with enthusiastic people and managers who will help me continue to learn and grow professionally.
Skills : Series 7, Series 66, CA Insurance.
Description :
Created, wrote and edited financial plans for planning clients.
Communicated directly with clients to obtain needed plan documentation.
Communicated directly with clients to discuss financial goals.
Worked on budgets.
Performed investment research.
Helped manage client database to ensure plans were completed on deadline.
Kept track of planning progress.
Experience
0-2 Years
Level
Entry Level
Education
B.S. In Finance
Paraplanner Resume
Summary : Licensed team player desires a salaried position that rewards an experienced, hardworking, and ethical professional. Would like to be challenged and have long-term opportunities for continued professional growth.
Skills : Computer : Microsoft Word, Excel.
Description :
Established Financial Planner serving high net worth individuals.
Assisted in the creation of new financial plans and coordinate client requests.
Performed various account maintenance & trading activities.
Facilitated the delivery of annual financial plans.
Responsible for training new staff within the team.
Worked directly with clients regarding account related requests.
Processed trade/transactions and money movement.
Handled deliverables.
Experience
7-10 Years
Level
Management
Education
Master Of Science
Paraplanner Resume
Headline : To obtain a position enabling me to utilize my strong financial services background that offers an opportunity for growth.
Skills : Financial Administration, Organization, Planning, Leadership, Effeciency, Time Management.
Description :
Paraplanner to Jim Bennett Preliminary analysis of client financial situation.
Documented advisor recommendations in the financial analysis.
Analyzed clients protection needs and created life, disability and long term care insurance proposal.
Prepared meeting agendas and composed meeting summary letters.
Executed trade transactions in client accounts.
Involved in all aspects of practice at Ameriprise franchise, Serrano & Associates.
Held Series 7 and Series 66 security licenses and California Life and Health Insurance license.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Paraplanner Resume
Objective : Accomplished Bioengineering graduate, with additional degree in Management Information Systems. Strong technical, leadership, customer service, analytical and organizational skills gained while successfully employed as a new product development test technician. Direct experience with ISO 13485, AS9100, QMS systems, electrical engineering, feedback systems design, and bioengineering principals.
Rebalanced portfolios to properly allocate investments while increasing efficiency through perfecting operating systems Facilitated the continuing .
Planned promotional events, managed website and social media content.
Increased efficiency in enterprise systems through process improvement.
Wrote financial plans addressing individualized financial goal analysis.
Completed portfolio reviews including income strategies, asset allocation, and insurances.
Created customized financial plans for existing clients and prospects using personally identifiable data provided by Investment advisors.
Met with clients to ensure that their personal financial data was accurate and to gather additional data.
Held website training meetings for new clients.
Experience
0-2 Years
Level
Entry Level
Education
B.S. In Bioengineering
Paraplanner Resume
Headline : Engaging with independent financial advisors to provide subject matter expertise on areas concerning advanced financial planning with an emphasis on business development.
Skills : Detailed and articulate, Good report writing skills, Good IT skills.
Description :
Met Preparation Appointment Setting Scheduler for top producing Financial Advisor, CFP Document Management .
Studied for the Series 65, and hope to complete this by the end of the year.
Used Series 7 Series 63 Mo Insurance licenses in life, health and disability.
Worked with home office to problem solves client accounts.
Created detailed financial plans and applications to present to the clients.
Maintained advisor website and social media accounts.
Headline : As a Paraplanner, responsible for collating documents from clients and completing the baseline, non-customer-facing work for a financial planning session.
Skills : Understanding of the financial planning process, Financial initiative.
Description :
Developed the planning and investment recommendations for client review meetings as well as effectively leading the client service efforts for .
Responsible for maintaining contact with clients to answer general questions about .
Completed all post-client meeting tasks such as meeting notes, perform financial situation analyses, and coordinate planning implementation with other .
Conducted in-depth reviews of clients financial information (e.g. tax preparation, trust, investment portfolio, retirement accounts, insurance policies, assets and liabilities) and future goals.
Created and implemented financial plans with designed strategies to help clients pursuing their goals.
Assisted the Registered Financial Consultant.
Created proposals to be used in implementation meetings with clients and complete recommended trades Track and report advisor metrics.
Experience
5-7 Years
Level
Executive
Education
Diploma
Paraplanner Resume
Summary : As a Paraplanner, support financial advisers in matching their clients to suitable financial products and plans, such as investments, pensions and mortgages.
Skills : Strong organizations skills, able to multitask and priorities work effectively.
Description :
Traded equities, research, account and database management, handling client calls and account questions, all .
Bridge path merged with Hearthstone 5/2015).
Prepped for client meetings by preparing meeting notes, financial plans, net worth statements, and asset allocations .
Allocated client portfolios per advisors recommendations and processed corresponding trades on a daily basis.
Prepared investment proposals utilizing charts, graphs, and financial simulation software.
Drafted weekly market commentary, processed mailings, and tracked monthly mutual fund performance.
Leveraged relationships between client, advisor, and product specialists to provide quality client service.
Experience
7-10 Years
Level
Management
Education
BS in Management
Paraplanner Resume
Headline : As a Paraplanner, responsible for dealing with queries, preparing existing client files for review, and ensuring compliance on an ongoing basis. Maintain up to date product knowledge in order to ensure reports are technically accurate.
Skills : Flexible, Adaptable, Client focused individual with excellent attention to detail.
Worked with financial advisors to prepare client files for appointments.
Enjoyed working with my co- workers and learning new skills for future employment opportunities.
Used Excel, spreadsheets, client relations and office assistance.
Responded to client inquiries, schedule appointments, and handled the day to day service issues, meeting preparation and follow-up, processed & Heavy phones.
Researched investments using Morningstar, developed personal financial plans using Navi Plan software.
Prepared a financial plan for the client based off of the financial analysis, investment analysis and retirement analysis.
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