Job Description:
We are seeking a skilled Paraplanner to join our team. The successful candidate will be responsible for preparing client plans, inputting and modelling data in the Voyant system, and maintaining tracking solutions used to monitor planning activity and delivery timelines.
Responsibilities:
* Prepare client plans and input data into the Voyant system.
* Develop cash flow models and net worth projections.
* Maintain tracking solutions to monitor planning activity and delivery timelines.
* Manage the acceptance of financial planning engagements.
* Attend meetings and record meeting notes.