Paraplanner / Client Relationship Manager
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AI Summary
About the Role
We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing
US-based wealth management firm. This is a full-time remote position where you'll play a key
role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience
while taking ownership of day-to-day planning and relationship management responsibilities.
This is an excellent opportunity for someone with financial planning experience who enjoys
working directly with clients and wants to become an integral part of a growing advisory
practice.
Key Responsibilities
● Act as the primary point of contact for client service enquiries.
● Build and maintain strong relationships with clients through phone, email and virtual
meetings.
● Prepare and support financial plans using eMoney.
● Assist with financial planning recommendations and implementation.
● Manage client information and maintain accurate records within the CRM.
● Work with client accounts held on the Charles Schwab custodial platform.
● Coordinate with the Financial Advisor to ensure outstanding client service.
● Handle planning, administrative and follow-up tasks independently.
● Help streamline internal processes and free up advisor capacity for business growth.
- 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.
- 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.
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.
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