Virtual Paraplanner

Lawrence Financial Planning is seeking a full-time virtual paraplanner who is responsible, organized, professional, self-motivated, and dependable. The position will support our lead planners, by preparing for client meetings, collecting data, monitoring changes while providing a high level of customer service to the existing clients of our firm.?We are a small firm who serves a variety of interesting and diverse people.

The paraplanner position in our firm has a wide range of responsibilities including, but not limited to the following:

• Prepare financial planning information for new clients: This involves integrating all client data, inputting data accurately into planning software and preparing meeting agendas. Subject matter areas that are covered in the initial plan include: Net Worth, Tax Planning, Cash Flow, Investments, Performance, Insurance Review, Education Funding Analysis, Estate Distribution Plans, etc.
• Prepare for review meetings (for existing clients): Review past agendas and notes to determine appropriate agenda and planning issues for Lead Advisors to discuss. Reach out to existing clients to gather any necessary data for review meetings. Update client net worth statements, prepare investment reports, and perform any other task necessary to prepare for the client meeting.
• Ensure that your tasks, account opening paperwork, money movement forms, DocuSign, etc. are completed timely and accurately for onboarding and ongoing client service.
• Perform post meeting follow-up: Paraplanner will review Lead Advisor meeting notes and create tasks/workflows for any follow up items.
• Answer client emails and advise on straightforward planning issues: Clients often email Lead Advisor with straightforward planning questions – Paraplanner will answer these questions and give appropriate advice (Lead Advisor will forward emails to Paraplanner that are sent to Lead Advisor but should be answered by Paraplanner).
• Other tasks: Paraplanner will assist with tax planning to estimate tax withholding settings or quarterly tax payments.

Desired Qualities and Skills

• Minimum 4-5 years of experience in a financial services office.
• FPQP ™ designation preferred but will consider experience in place of this designation.
• Clear regulatory history and ability to pass a background check
• Positive attitude
• Self-starting
• Detail oriented
• Desire to serve clients and assist co-workers
• Proven technical, analytical, and problem-solving skills
• Capability to excel in a team environment
• Strong organization skills and ability to prioritize and complete multiple time-sensitive tasks
• Personal integrity and ability to discreetly handle confidential data
• Effective written and oral communication with clients and other advisors/staff
• Polite and clear phone manner
• Ability to work independently
• Strong computer and software skills to include proficiency with Outlook, Word, and Excel
• A plus would be demonstrated computer competency and knowledge of specialized software applications that are firm specific. (I.e., Redtail, Orion, Holistaplan)

• $50K to $65K salary range with bonus eligibility twice a year.
• Position will always remain virtual (unless you just want to come into the office).
• Free financial planning, of course.
• 401k eligibility upon being hired with company match.
• Life and disability insurance paid for by company.
• We don’t currently offer group health.

Next steps:

Email your resume, along with a short message telling us about yourself and why you would like to work at Lawrence Financial Planning. (Send to Christina Caffrey: christina@lawrencefinancialplanning.com)

Applications will be accepted until September 10th.