Paraplanner

Role Overview

Our client is seeking a detail-oriented and proactive Paraplanner to support the firm's financial planning process, case design, and client implementation workflows.

This role is ideal for someone who enjoys turning complexity into clarity and wants to grow within a high-level planning environment focused on attorneys, business owners, and complex financial cases.

The Paraplanner serves as a key operational and analytical support role within the planning team and works closely with advisors, the Project Manager, Investment Consultant, and Service Lead to ensure planning recommendations are accurate, organized, and implemented efficiently.

This is not a sales role.

Key Responsibilities

Financial Planning Support

• Assist in preparation of comprehensive financial plans
• Maintain and update client data within eMoney and internal systems
• Build and update net worth statements, cash flow analyses, retirement projections, and insurance summaries
• Support plan modeling and scenario analysis
  
  

Case Preparation & Analysis

• Assist advisors in preparing for discovery and strategy meetings
• Gather and organize client documents and financial information
• Prepare planning observations, recommendations, and implementation notes
• Coordinate planning deliverables and follow-up items
  
  

Workflow & Implementation

• Track planning tasks and deadlines within workflow systems
• Coordinate implementation items between advisors, clients, custodians, and vendors
• Assist with account paperwork, transfers, and operational follow-through
• Maintain documentation standards and file organization
  
  

Team Coordination

• Collaborate closely with:
• Advisors
• Project Manager
• Investment Consultant
• Service Lead
• Participate in planning meetings and internal case discussions
• Support continuous improvement of planning workflows and SOPs
  
  

What Success Looks Like

Successful Paraplanners at Syndicus:

• Create highly organized and accurate planning work
• Reduce advisor administrative burden
• Anticipate needs before being asked
• Improve turnaround times and planning consistency
• Operate with ownership and follow-through
• Contribute to a calm, predictable client experience
  
  

Qualifications

Required

• Strong attention to detail and organization
• Ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills
• High level of professionalism and discretion
• Comfort with financial concepts and client data
  
  

Preferred

• Experience in financial planning or financial services
• Familiarity with eMoney or similar planning software
• Experience with CRM and workflow systems
• Insurance or investment operations familiarity
• CFP coursework or interest in pursuing CFP designation
  
  

Compensation & Benefits (New Mexico Market)

• Eligible for team bonus and incentive programs
• PTO and flexible work environment
• Professional development support
• Long-term growth opportunity within the firm
  
  

Why This Role Matters

This role is central to delivering a high-quality planning experience and supporting the scalability of the firm. The Paraplanner helps transform ideas and recommendations into organized, actionable outcomes for clients and advisors alike.

The right person will grow significantly alongside the firm.

Work Location: Hybrid remote in Albuquerque, NM 87109