Paraplanner / Client Relationship Manager (Fintech)

TL;DR

Paraplanner / Client Relationship Manager (Fintech): Providing comprehensive support to a US-based Financial Advisor by managing client relationships and preparing financial plans with an accent on wealth management and client experience. Focus on utilizing eMoney for financial planning and managing accounts on the Charles Schwab custodial platform.

Location: Remote (Must be based in South Africa or the Philippines)

Salary: $1,600 - $2,500 a month

Company

hirify.global is a staffing and support firm providing operational talent for US-based wealth management practices.

What you will do

• Act as the primary point of contact for all client service enquiries.
• Build and maintain strong relationships with clients through phone, email, and virtual meetings.
• Prepare and support detailed financial plans using eMoney.
• Manage client information and maintain accurate records within the CRM.
• Administer client accounts held on the Charles Schwab custodial platform.
• Coordinate with the Financial Advisor to streamline internal processes and increase business capacity.

Requirements

• 4+ years of experience as a Paraplanner, Financial Planning Assistant, or Client Relationship Manager.
• Must be based in South Africa or the Philippines.
• Proven experience supporting a financial advisory or wealth management business.
• Proficiency with eMoney financial planning software and the Charles Schwab custodial platform.
• Excellent verbal and written English communication skills for direct client interaction.
• Willingness to complete comprehensive pre-employment compliance checks, including background and criminal record verification.

Nice to have

• Experience working within a US Registered Investment Advisor (RIA) or wealth management firm.
• Knowledge of US financial planning processes and client service standards.
• Familiarity with SEC/FINRA compliance requirements.

Culture & Benefits

• 100% remote work arrangement.
• Birthday bonus ($50).
• Testimonial bonus ($200).
• Work environment without activity tracking software.