Paraplanning Professional

Wealth Management Specialist

Growth House is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for assisting financial advisors in preparing and maintaining client financial plans.

The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to work effectively in a team environment.

You will also have a bachelor's degree in finance, economics, business administration, or a related field, and preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.

• Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
• Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.
• Documentation: Prepare detailed reports, including cash flow analyses, retirement projections, and investment summaries.
• Compliance: Ensure all financial plans comply with legal and regulatory requirements.
• Technical Support: Utilize financial planning software to model client scenarios and present options.
• Client Communication: Coordinate with clients to gather necessary financial information and address queries as needed.

• Education: Bachelor's degree in finance, economics, business administration, or a related field.
• Certifications: Preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.
• Experience: At least 1-2 years of experience in a financial planning, paraplanning, or advisory role.
• Technical Skills:
  • Proficiency in financial planning software (e.g., Xplan, Voyant, or similar).
  • Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint).

$65,000 - $85,000 per year