Applications are closed for this role. It was originally posted 2026-07-10. It’s no longer accepting applicants — see roles Assist World is still hiring for →, or browse the live openings below.
About this role
We're looking for someone who can hit the ground running with minimal supervision.
- 4+ years' experience in a Paraplanner, Financial Planning Assistant or Client Relationship Manager role.
- Previous experience supporting a financial advisory or wealth management business.
- Experience using eMoney financial planning software.
- Familiarity with the Charles Schwab custodial platform.
- Experience working with CRM systems.
- Excellent verbal and written English communication skills.
- Strong organisational skills with exceptional attention to detail.
- Ability to work independently and proactively manage workloads.
- Comfortable speaking directly with clients via phone and video calls.
- Experience 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.
Due to the regulated nature of the financial services industry, the successful candidate must be
willing to complete all required pre-employment compliance checks.
These may include:
● Comprehensive background and employment verification.
● Criminal record/background checks (where applicable).
● Fingerprinting as required by industry regulations.
● Identity and right-to-work verification.
● Signing confidentiality and non-disclosure agreements (NDAs).
● Meeting any additional regulatory or licensing requirements relevant to the role.
Please only apply if you are comfortable completing these checks as part of the hiring process.