Job Description

Job Overview:

The Paraplanner role will be part of our organization, LPL Paraplanning Solutions. This product is a program which is providing the next level of LPL services to help advisors to better serve their clients. This individual will support the creation of financial plans to be delivered to our advisors. This position is an entry into planning and is focused on quickly learning best practices, planning software, planning processes, and planning strategies.

Responsibilities:

• Input client data into financial planning software (eMoney, MoneyGuide, RightCapital).
• Organize and compile client data including statements and fact finders in accordance with the Paraplanning Team’s data structure
• Entering and validating data in the financial planning software from client statements and fact finders
• Reviewing initial plan submissions for minimum required data for the Paraplanning team to begin plan creation.
• Attending advisor meetings to gather data and take notes for advanced plans creation.
• Research ad-hoc financial planning questions as necessary to support the construction of financial plans to serve our Advisors and their clients.
• Must gain proficiency in a variety of financial planning tools/software to include WealthVision/eMoney, MoneyGuide, and RightCapital.
• Demonstrate an understanding of basic financial planning concepts and an ability to learn increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s Degree in Business, Finance, or related field
• 1 year of experience within a financial services firm, University program, and/or a financial planning environment
• Working towards acquisition of CFP® designation or interest in obtaining
• Licenses Required: Securities licenses 63/65 or 66 are required or ability to obtain within 90 days.
• Understanding of personal financial
• Software/Systems Skills Required: Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint) and Financial Planning software
• Strong communication and presentation skills

Certifications Needed:

• Education: 12 + 3 Degree Education is mandatory – B Com, BBA and BBM Graduates preferred, however Candidate with good work experience but with other Specialization can be looked into to some extent Only.
• Additional Certification on Stock Market Subjects is added advantage.
• No Tech Graduates – BE, B Tech, M Tech

About Mphasis

Mphasis applies next-generation technology to help enterprises transform businesses globally. Customer centricity is foundational to Mphasis and is reflected in the Mphasis’ Front2Back™ Transformation approach. Front2Back™ uses the exponential power of cloud and cognitive to provide hyper-personalized (C=X2C2TM=1) digital experience to clients and their end customers. Mphasis’ Service Transformation approach helps ‘shrink the core’ through the application of digital technologies across legacy environments within an enterprise, enabling businesses to stay ahead in a changing world. Mphasis’ core reference architectures and tools, speed and innovation with domain expertise and specialization are key to building strong relationships with marquee clients.