Paraplanner

Role Description The Paraplanner is a full-time, on‑site role based in Memphis, TN, supporting financial advisors with client‑focused planning and analysis. This role involves gathering and organizing client financial data, preparing plan summaries, and assisting in the development of retirement, tax, and insurance strategies. The Paraplanner will create and update financial planning reports, run investment and cash flow projections, and help prepare materials for client meetings. Daily responsibilities include maintaining accurate records in planning software, coordinating follow‑up actions, and supporting compliance and documentation requirements. The role requires close collaboration with advisors, tax and accounting staff, and other team members to deliver consistent, high‑quality client service. Qualifications Candidates should possess strong Financial Planning and Finance skills, with an understanding of retirement, tax, insurance, and wealth management concepts. Candidates should possess solid Analytical Skills and the ability to interpret financial data, model scenarios, and support decision‑making. Candidates should possess knowledge of Investments, including basic portfolio construction, risk assessment, and investment products. Candidates should possess clear and accurate Report Writing skills, including preparing client summaries, plan documents, and meeting notes. Having a Life, Health, Series 65 or 66 is a plus. Bachelor’s degree in finance, accounting, economics, or a related field preferred; relevant certifications (e.g., CFP coursework, paraplanner or financial planning designation) are a plus. Proficiency with financial planning software, spreadsheets, and CRM systems; strong attention to detail and organizational skills. Excellent written and verbal communication skills, with the ability to explain financial concepts in accessible language. Demonstrated integrity, confidentiality in handling client information, and the ability to work collaboratively in an on‑site team environment. #J-18808-Ljbffr P3 Financial Group, Inc.