Paraplanner

CIR

Paraplanner supporting financial advisors with comprehensive planning and client documentation. Analyzing data and collaborating on investment and insurance product research.

Posted 7/9/2026part-timeRemote • 🇺🇾 UruguayJuniorMid-Level💰 $22 per hourWebsite

About the role

Key responsibilities & impact

Prepare and support comprehensive financial plans and client recommendations
Analyze client data (income, assets, liabilities, cash flow)
Research investment, retirement, and insurance products
Prepare meeting materials, reports, and supporting documentation
Maintain accurate client records and assist with account updates and paperwork
Collaborate closely with financial advisors on ongoing plan reviews

Requirements

What you’ll need

2+ years of experience in financial planning, wealth management, or related field
Strong analytical, organizational, and communication skills
Proficiency with spreadsheets and financial planning software
Ability to work independently in a remote environment
CFP® preferred but not required

Benefits

Comp & perks

Meaningful role supporting client financial success
Collaborative, high-service professional environment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial PlanningData AnalysisInvestment ResearchClient RecommendationsCash Flow AnalysisReport PreparationClient Record MaintenanceAccount Updates

Soft Skills

Analytical SkillsOrganizational SkillsCommunication SkillsIndependent Work

Certifications

CFP® Certification