Financial Paraplanner

Summary

Please send short introduction video using Teams Zoom Etc. to . Introduce yourself and why you think you are a Great fit for the role.

I am looking to offshore my paraplanning needs. I am a full scale personal financial planning firm (not business planning). We are growing tremendously. This will require using eMoney financial planning software. Job duties include data entry analysis recommendations document preparation including comprehensive financial plan assumptions asset recommendation financial plan recommendations. Attention to detail is a must. Strict deadlines must me met. I would prefer a team rather than one person.

1. Must have eMoney experience with the ability to provide example plans

2. Must have references of advisors that you have worked with to create plans

3. Must take personality and skills test and pass background check

Key Skills

Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

Employment Type : Contract

Experience : years

Vacancy : 1

Monthly Salary Salary : 9 - 10