Paraplanner / Client Relationship Manager

Essential Requirements

We're looking for someone who can hit the ground running with minimal supervision.

• 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.

Desirable

• 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.

Compliance & Pre-Employment Requirements

• Due to the regulated nature of the financial services industry, the successful candidate must be
• 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.
• Please only apply if you are comfortable completing these checks as part of the hiring process.