Registered Paraplanner Salary
The average salary for a Registered Paraplanner is $43,081 per year. Most people with this job move on to other positions after 20 years in this career. Experience has a moderate effect on pay for this job.
Job Description for Registered Paraplanner
Most of the time, registered paraplanners work with financial planners or financial advisers at financial institutions. They are involved in preparing and administering financial plans and/or financial reports for their company’s clients.Read More...
To work as registered paraplanners, candidates must have a registered paraplanner certification issued by the College For Financial Planning (CFFP). In addition, registered paraplaners must have bachelor's degrees in business, finance, or other relevant fields. They must possess relevant work experience in the financial services industry. They must pass the FINRA Series 7 and FINRA Series 66. Some positions require that candidate have life, accident, and health insurance licenses issued by the state where their company operates.
Registered paraplanners must be able to work in a fast-paced environment. They must be able to pay attention to detail. They must be able to work in a team environment. They must have excellent interpersonal and presentation skills. They must have good oral and written communication skills. They must be committed to serve clients effectively. They must be knowledgeable in Microsoft Office and must learn their company's computer system and software. Registered paraplanners manage their company’s financial planning operations, including delivery assurance and tracking. They prepare documents, visual aids, and proposals for financial advisers or financial planners prior to meeting their clients.
Registered Paraplanner Tasks
- Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.
- Research financial databases and products that match clients' needs.
- Construct visual aides including charts, graphs, and tables to be used in meetings with clients.
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Rated 5 out of 5
based on 9 votes.