Financial Paraplanner

Overview

Express Employment is assisting a Registered Investment Advisory Firm in Fishers to recruit a Financial Paraplanner who will support the Financial Advisors. The position is based in Indianapolis, Indiana 46256, with a starting salary of 60,000 and up, depending on experience. This is a direct-hire role designed to help deliver high quality financial guidance and ensure clients have a positive office experience.

What you will do

• Prepare client meeting packets and deliverables, including agendas, financial statements, performance reports, asset allocations, investment recommendations, estate flow charts, and cash flow projections.
• Execute follow-up tasks after meetings, such as writing follow-up letters, submitting trade tasks, coordinating with the financial team, and facilitating account paperwork and service requests.
• Assist in preparing Financial Blueprints for new clients, including data input, formula review, and collaboration with advisors on projections.
• Support advisors with various research projects, reports, and one-off assignments.
• Cross-train and periodically support the Implementation Coordinator with operational procedures, including account maintenance, money movement, and securities trading.
• Perform other administrative duties as needed.

Qualifications and Skills

• Personable, warm, and trustworthy with excellent communication skills.
• Highly organized with strong attention to detail.
• Ability to multi-task, be proactive, and work independently.
• Professional demeanor, personal integrity, and a collaborative attitude.
• Experience in the financial services industry is preferred but not required.
• Proficiency in Adobe Acrobat, Microsoft Excel, Word, and Outlook.

Benefits and Perks

• Three weeks of paid vacation plus Federal holidays off.
• Medical, dental, vision, disability, and life insurance available; the employer covers 80 percent or more of the employee medical premium.
• 401(k) with a 3 percent employer match after one year of service.
• Paid maternity leave of eight weeks.
• Wellness program.
• Work week ends at 2:00 pm on Fridays.
• Occasional office happy hours and other events.
• Enjoy a fun, professional yet casual atmosphere with a family culture.

Location and Office Details

Office location: Fishers (Indianapolis North) 7259 Fishers Landing Drive, Fishers, IN 46038. The role is based in Indianapolis, IN 46256.

Application Notes

We look forward to working with you.