Paraplanner

Job Qualification:

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field
• At least 1–3 years of experience in financial services, wealth management, or a similar role
• Knowledge of financial planning concepts (investments, retirement, insurance, estate planning, and basic taxation)
• Proficient in MS Excel, Word, and financial planning tools
• Strong analytical, organizational, and problem-solving skills
• Excellent attention to detail and accuracy
• Good written and verbal communication skills
• Professional, reliable, and able to handle confidential information

Job Scope

The role is essential in translating raw financial data into meaningful insights, helping clients make informed decisions that align with their long-term goals and values.

Ultimately, their contribution ensures that each financial plan carries the signature excellence and trust that define the PFBC brand.

• Conduct Financial Data Gathering and Analysis. Collect and organize client financial documents (e.g., statements, tax returns, fact-finding forms) to support financial planning and valuation processes.
• Develop and Maintain Client Financial Profiles. Prepare accurate and comprehensive reports outlining the client’s current financial situation, including income, assets, liabilities, and insurance coverage.
• Assist in Crafting Comprehensive Family Financial Plans. Support the creation of tailored financial plans by generating cash flow projections, retirement, education, investment, and estate plans in line with client goals.
• Build and Update Financial Models for Forecasting. Create and maintain projection models for income, expenses, balance sheets, and cash flow forecasts, adjusting for market trends and client inputs.
• Support Business Valuation Activities. Populate valuation models (e.g., DCF, asset-based) and perform industry benchmarking to inform assumptions under the direction of a senior advisor.
• Conduct Scenario and Sensitivity Analyses. Run “what-if” simulations to test the impact of different economic or personal variables on client financial outcomes and business performance.
• Assist in Report Writing and Presentation Preparation. Draft segments of valuation reports and financial plans, including visual summaries, charts, and explanatory notes for internal and client use.
• Participate in Strategic Planning Meetings. Join coordination sessions with financial advisors to refine strategies and ensure that planning recommendations align with client values and goals.
• Ensure Document Accuracy and Planning Quality. Review and revise plan drafts and reports to uphold PFBC’s quality standards, incorporating updates from advisors and feedback from clients.
• Support the Standardization and Evolution of Planning Tools. Help refine financial planning processes, templates, and models to maintain consistency and adaptability to changing financial conditions and client needs.