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CIR

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

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial planning and analysis, with a strong focus on client data evaluation and investment product research. Proficient in maintaining accurate records and collaborating with financial advisors to enhance client financial strategies.

Highest-signal resume keywords
Financial PlanningWealth ManagementData AnalysisFinancial Planning SoftwareCFP® Certification

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
Financial PlanningData AnalysisInvestment ResearchClient RecommendationsCash Flow AnalysisReport PreparationClient Record MaintenanceAccount Updates
Soft Skills
Analytical SkillsOrganizational SkillsCommunication SkillsIndependent Work
Tools & Technologies
SpreadsheetsFinancial Planning Software
Certifications & Qualifications
CFP® Certification
Industry Keywords
Financial PlansWealth ManagementInvestment ProductsRetirement ProductsInsurance Products

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