Experience Paraplanner
@ Simply Paraplanner

Hybrid
$80,000
Hybrid
Full Time
Posted 22 days ago

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Email Hiring Manager

XXXXXXXXXX XXXXXXXXXXX XXXXXXX******* @simplyparaplanner.com
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Job Details

Overview

We are seeking an Experience Paraplanner who appreciates CRM systems, documentation, and financial planning software such as Income Lab, Holistiplan, and RightCapital. The role requires proficiency in Excel and a passion for research. Attention to detail, accuracy, and organization are essential attributes.

About the Team

Join a mature practice with 2 Senior Advisors, a paraplanner, a marketing coordinator, and a client service associate at Crossbridge Financial Group of CNY, Inc.

Key Skills/Competency

  • CRM systems
  • Documentation
  • Financial planning software
  • Income Lab
  • Holistiplan
  • RightCapital
  • Excel proficiency
  • Research
  • Attention to detail
  • Organization
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How to Get Hired at Simply Paraplanner

🎯 Tips for Getting Hired

  • Customize your resume: Tailor it to highlight CRM and software skills.
  • Detail your experience: Emphasize financial planning and Excel proficiency.
  • Showcase research: Provide examples of analytical work.
  • Practice interview tips: Prepare for behavioral and technical queries.

📝 Interview Preparation Advice

Technical Preparation

Review Excel functions and formulas.
Practice using CRM platforms effectively.
Familiarize with Income Lab software.
Study financial planning software tutorials.

Behavioral Questions

Describe teamwork in past roles.
Explain handling tight deadlines.
Detail your research process.
Provide examples of organized work.

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