Selected: ✨ Paraplanner.
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Selected: 🆕 Date Added.
🕒 3 days ago
Financial Planner providing remote, holistic financial guidance to Japanese employees through LearnLux’s workplace financial wellbeing platform. Advising on retirement, investments, benefits, and related planning topics.
🇯🇵 Japan – Remote
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 22%
🗣️🇯🇵 Japanese Required
🕒 October 22
Remote Paraplanner preparing multi-strategy SOAs and ROAs for an Australian wealth advisory firm serving doctors and dentists. Applying Australian taxation, insurance and superannuation knowledge with Xplan and research tools.
🕒 October 12
Financial Planner delivering personalized retirement and financial wellness advice for Empower’s U.S. participants. Developing plans, reviewing portfolios, and guiding long-term financial decisions.
🇺🇸 United States – Remote
💵 $87.4k - $123.4k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
👻 Ghost score 13%
🕒 September 30
Senior Paraplanner shaping compliant digital financial advice at Moneybox. Reviewing complex pension cases, improving suitability documentation, and coaching paraplanners.
🇬🇧 United Kingdom – Remote
⏰ Full Time
🟠 Senior
✨ Paraplanner
🇬🇧 UK Skilled Worker Visa Sponsor
👻 Ghost score 13%
🕒 September 30
Remote Paraplanner supporting senior brokers at a growing UK property finance and mortgage brokerage. Managing UK mortgage cases during UK business hours.
🕒 September 29
Paraplanner preparing suitability reports and technical research for Evelyn Partners, a UK wealth management firm. Supporting Financial Planners with client outcomes, cashflow modelling, and FCA compliance.
🇬🇧 United Kingdom – Remote
💰 Private Equity Round on 2020-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
✨ Paraplanner
🇬🇧 UK Skilled Worker Visa Sponsor
👻 Ghost score 21%
🕒 September 25
CFP financial planner delivering personalized retirement plans and education for Common Wealth members. Scaling digital-first advice at a Canadian retirement benefits fintech.
🇨🇦 Canada – Remote
💵 $80k - $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 4%
🕒 September 23
Paraplanner and Senior Executive Assistant supporting an Australian financial planning practice. Managing SMSF-related research, compliant advice documents, client reviews, and implementation workflows.
🇵🇭 Philippines – Remote
💵 ₱80k - ₱90k / month
⏰ Full Time
🟠 Senior
👨💼 Executive Assistant
👻 Ghost score 14%
🕒 September 5
Planejador financeiro desenvolvendo relacionamentos e oportunidades comerciais para a Blue3 Investimentos. Conectando clientes à Mesa de Planejamento e apoiando estratégias financeiras.
🇧🇷 Brazil – Remote
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 26%
🗣️🇧🇷🇵🇹 Portuguese Required
🕒 July 29
11 - 50
Remote Financial Planner working flexibly to deliver comprehensive financial services. Engaging clients and developing personalized financial strategies while building a network for future brokerage opportunities.
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 56%
🕒 July 21
201 - 500
Financial Planner providing personalized financial planning services to members. Managing client relationships and utilizing technology to improve member experience and outcomes.
🇺🇸 United States – Remote
💵 $95k - $110k / year
⏰ Full Time
🟢 Junior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 15%
🕒 June 29
Paraplanner supporting financial advisers in preparing financial plans for AU/NZ clients. Involves compliance, client data analysis, and documentation maintenance in a remote setting.
🇵🇭 Philippines – Remote
💵 ₱50k - ₱70k / month
⏰ Full Time
🟢 Junior
🟡 Mid-level
✨ Paraplanner
👻 Ghost score 44%
🕒 April 29
Remote paraplanner preparing SOAs, ROAs, reviews, and research for an Australian financial advisory firm. Supporting client administration, compliance, and day-to-day practice operations.
🇵🇭 Philippines – Remote
💵 ₱55k - ₱100k / month
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Operations
👻 Ghost score 56%
🕒 April 1
Associate Financial Advisor at Farther supporting clients and advisors with financial expertise and planning background. Opportunity to significantly impact the wealth management industry and client experience.
🏄 California – Remote
💰 $15M Series A on 2022-05
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 57%
🕒 January 29
Senior Financial Planner working with high-net-worth families and entrepreneurs. Developing comprehensive financial plans and investment strategies focusing on complex portfolios.
🇨🇦 Canada – Remote
💵 $50k - $80k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 54%
We analyzed 9 job listings in the last year and found it takes about 41 days for employers to close a job opening.
We reviewed 18 job postings and found the top 10 skills employers are asking for most often are:
You need strong analytical skills, attention to detail, knowledge of financial products, and excellent communication skills. Proficiency in financial planning software and data management is also important.
Typically, a degree in finance, economics, or a related field is required. Relevant certifications such as the Certified Financial Planner (CFP) designation or equivalent experience in financial planning are advantageous.
Responsibilities include preparing financial plans, conducting research on financial products, analyzing clients' financial situations, collaborating with financial advisors, and ensuring regulatory compliance in documentation.
Benefits include flexibility in work hours, the ability to work from home, reduced commuting costs, and a better work-life balance. Remote paraplanners may also enjoy a wider range of job opportunities across different regions.
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