Paraplanner

CCP Inc. Financial Planning Services, a fee-only financial planning firm founded in 1985, seeks a Paraplanner to join our team. This person will assist in all phases of the financial planning process and be responsible for a variety of office, investment and performance reporting duties. We provide financial planning and portfolio management services to individuals and families, focusing on discipline, diversification, a long-term perspective and education. Please direct your resume and/or inquiry to Steve Roberts, CFP®, MBA (steve_roberts@ccpfps.com), our President, CCO and Financial Advisor.

Education: College graduate and/or demonstrated experience in the financial planning industry

Skills & Job Requirements:

• A strong work ethic, excellent communication skills, strong interpersonal skills and high integrity are a must
• Experience supporting client relationships
• Business software knowledge (Word and Excel)
• Investment software knowledge (i.e. Portfolio Center & Morningstar) a plus
• Experience with our custodian (Charles Schwab) a plus
• Ability to analyze, collect and communicate complex information
• Ability to multitask and manage a workload of 50 - 75 clients
• Time management skills and the ability to work independently
• Self-starter who can demonstrate initiative
• Demonstrate confidentiality and discretion with respect to all client and firm information
• Willingness to consider enrolling in the College for Financial Planning’s Registered Paraplanner program

Primary Responsibilities and Activities Include:

• Maintain our portfolio holdings and performance software
• Execute recommended securities trades
• Use software tools to prepare various financial planning reports
• Assist in the preparation of client presentations
• Facilitate and follow up on the implementation of financial planning recommendations
• Assist in the investment portfolio rebalancing process
• Interact with office staff and clients in a team setting
• Maintain communication with current clients through on-going mailings and phone calls
• Assist with investment committee reporting and research
• Routine office duties