Junior Paraplanner - Financial Planning at NMG Benefits

Role Overview

This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills and work within a team.

Duties and Responsibilities

• Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis
• All aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals if necessary
• Continuously monitor clients’ financial situations with detail and accuracy
• Capture all existing information
• Assess and analyze present needs and review all available options in order to attain clients’ future dreams.
• Generate quotes from your specific needs from relevant companies
• Compile comparison of multiple quotes and presentation
• Assessment of multiple quotes and preferred quote
• Provide advisor with:
• Multiple written recommendations,
• Proposals
• Record of Advice
• Preparation or client file for new business and reviews
• Gather list for reviews of:
• Assets
• Liabilities
• Interest rates
• Company Docs
• Agreements, Trust deeds
• Authorization letters
• Current Will etc.
• Request relevant info from 3rd parties
• Capture client specific needs in CRM
• Review clients according to CRM review dates

Qualification

• Bachelor degree preferably in financial planning, business, finance, economics, etc.
• CFP® certification or attainment within 1-2 years after joining

Competencies 

• Strong financial and analytical skills
• Strong verbal and written communication skills
• Strong persuasive and interpersonal skills
• Basic understanding of investment and financial planning strategies for high-net-worth clients
• Ability to identify, meet and follow through with client needs and requirements
• Organized, with strong attention to detail
• Be able to keep up and learn things quickly in a fast paced environment and effectively manage regular changing of priorities