Experience Paraplanner @ Simply Paraplanner
placeHybrid
attach_money $80,000
businessHybrid
scheduleFull Time
Posted 1 day ago
Your Application Journey
Interview
Email Hiring Manager
******* @simplyparaplanner.com
Recommended after applying
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
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
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Review Excel functions and formulas.
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Practice using CRM platforms effectively.
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Familiarize with Income Lab software.
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Study financial planning software tutorials.
Behavioral Questions
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Describe teamwork in past roles.
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Explain handling tight deadlines.
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Detail your research process.
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Provide examples of organized work.
Frequently Asked Questions
What qualifications does Simply Paraplanner seek in an Experience Paraplanner?
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How important is documentation in the Experience Paraplanner role at Simply Paraplanner?
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What financial planning software should an Experience Paraplanner be familiar with at Simply Paraplanner?
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How does team structure influence the Experience Paraplanner role at Simply Paraplanner?
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