Paraplanner – Client Relationship Manager

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Serve as the main point of contact for client service inquiries.

• Develop and nurture strong relationships with clients through phone, email, and virtual meetings.

• Prepare and assist in the creation of financial plans utilizing eMoney.

• Aid in formulating financial planning recommendations and their execution.

• Oversee client information and ensure accurate record-keeping within the CRM system.

• Collaborate with client accounts managed on the Charles Schwab custodial platform.

• Work alongside the Financial Advisor to deliver exceptional client service.

• Independently handle planning, administrative, and follow-up tasks.

• Contribute to optimizing internal processes, enhancing advisor capacity for business expansion.

⛳️ Requirements

• Minimum of 4 years' experience in a Paraplanner, Financial Planning Assistant, or Client Relationship Manager position.

• Prior experience in supporting a financial advisory or wealth management firm.

• Proficiency in using eMoney financial planning software.

• Knowledge of the Charles Schwab custodial platform.

• Familiarity with CRM systems.

• Outstanding verbal and written communication skills in English.

• Strong organizational abilities with a keen attention to detail.

• Capability to work autonomously and proactively manage workloads.

• Comfortable engaging directly with clients through phone and video calls.

🏝️ Benefits

• 100% REMOTE

• $50 birthday bonus

• $200 testimonial bonus

• NO TRACKER. NO PROBLEM