Senior Financial Paraplanner

About Ensign Partners

Ensign Partners brings simplicity to complexity by integrating legal, financial, tax, insurance, and advisory expertise under one roof. Our clients receive one coordinated plan, one trusted team, and a clear path forward.

We are a values-driven firm built on professionalism, trust, and long-term relationships. Every role at Ensign matters. We believe exceptional client experiences are created through consistency, accuracy, and people who take pride in doing things the right way.

Position Overview

Ensign Partners is seeking an experienced, highly organized, detail-oriented Senior Financial Paraplanner to support our growing financial planning practice.

This role is primarily responsible for building, analyzing, updating, and maintaining comprehensive financial plans using eMoney. You will work closely with our U.S.-based financial advisors and planning team to turn complex client financial information into accurate, actionable financial plans.

You will be responsible for gathering and organizing financial data, identifying missing information, developing planning scenarios, preparing reports, and ensuring financial plans are accurate and ready for advisor review.

While this is primarily a behind-the-scenes planning role, you may communicate directly with clients to gather missing information, clarify financial details, and ensure planning information is complete.

This position is ideal for someone with strong technical financial planning knowledge, advanced eMoney experience, exceptional attention to detail, and the ability to independently manage complex financial planning assignments.

Key Responsibilities

Build, update, analyze, and maintain comprehensive financial plans using eMoney.

Gather, organize, and evaluate client financial information, identifying missing data, inconsistencies, and planning opportunities.

Develop and model financial planning scenarios involving:

Retirement Planning and Retirement Income

Cash Flow and Budgeting

Investment and Portfolio Planning

Tax Planning Considerations

Life Insurance and Risk Management

Estate Planning Considerations

Business Ownership and Succession Planning

Education Funding

Wealth Accumulation and Distribution Strategies

Evaluate alternative financial planning strategies and clearly summarize assumptions, findings, and potential trade-offs for advisor review.

Prepare accurate financial planning reports, presentations, and supporting materials for client meetings.

Coordinate with financial advisors to incorporate recommendations, updated financial information, and changes in client circumstances into financial plans.

Communicate with clients as needed to obtain missing documents and clarify information required to complete their financial plans.

Review financial plans for accuracy, completeness, consistency, and potential issues requiring advisor attention.

Maintain clear documentation of planning assumptions, outstanding questions, recommendations, and updates.

Track outstanding tasks and ensure financial planning assignments continue moving efficiently through established workflows.

Maintain organized electronic client files and financial planning documentation.

Follow established systems, templates, checklists, and workflows consistently.

Manage multiple financial planning assignments while meeting deadlines and maintaining a high standard of accuracy.

Maintain the highest level of professionalism, confidentiality, and attention to detail.

Support additional financial planning and administrative projects as assigned.

Required Qualifications:

Five or more years of professional financial planning experience, including experience with complex client financial situations.

Strong proficiency in eMoney, with the ability to independently build, analyze, and maintain detailed financial plans.

Comprehensive understanding of financial planning principles, including retirement, investments, insurance, taxes, estate planning, and cash flow management.

Experience developing and comparing financial planning scenarios and evaluating alternative strategies.

Ability to identify potential planning issues, question assumptions, and recognize matters requiring advisor or specialist review.

Exceptional attention to detail, analytical skills, and organization.

Excellent written and verbal English communication skills.

Ability to interpret complex financial information and clearly communicate findings to financial advisors.

Ability to manage multiple planning assignments simultaneously while maintaining accuracy and meeting deadlines.

Ability to work independently in a remote environment while collaborating effectively with a financial planning team.

Professional demeanor with a strong commitment to quality, confidentiality, and client service.

Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.

Preferred Qualifications

CFP® certification or equivalent professional financial planning credentials — a significant advantage.

Advanced experience using eMoney for complex financial planning and scenario modeling.

Prior experience working with U.S.-based financial advisors, financial planning firms, or wealth management organizations.

Experience preparing comprehensive financial plans for high-net-worth individuals, families, and business owners.

Experience with advanced retirement income planning, tax-efficient strategies, and estate planning considerations.

Experience analyzing business ownership interests, succession planning, and business-related financial planning scenarios.

Familiarity with U.S. financial planning concepts, retirement accounts, investment structures, insurance products, and tax considerations.

Experience with financial planning CRM systems and client document management platforms.

Strong ability to identify inconsistencies, missing information, and opportunities for additional planning analysis.

Ability to take initiative, solve problems, and improve financial planning workflows.

What Success Looks Like

Success in this role means our financial advisors can confidently rely on accurate, current, and comprehensive financial plans that are ready when needed.

You proactively identify missing information, follow up on outstanding items, and ensure financial plans continue progressing without unnecessary delays.

Planning scenarios are thoughtfully developed, assumptions are clearly documented, and findings are organized in a way that allows advisors to easily review, understand, and communicate recommendations to clients.

You take ownership of your work, consistently deliver high-quality financial plans, and become a trusted member of our financial planning team.

Why Join Ensign Partners?

Ensign Partners is intentional about building a workplace where people are trusted, supported, and held to high standards. This role is an important part of helping individuals, families, and business owners make confident financial decisions.

Joining Ensign means:

Being part of a mission-driven, people-first firm.

Working in a professional, organized, and collaborative environment.

Having clear expectations and the opportunity to take ownership of your work.

Working alongside experienced U.S. financial advisors and professionals.

Gaining exposure to comprehensive financial planning involving investments, taxes, insurance, estate planning, and business ownership.

Contributing meaningfully to a growing and respected organization.

Building a long-term career with opportunities for professional growth.

If you have strong financial planning experience, advanced eMoney skills, and are committed to producing exceptional financial plans with accuracy and professionalism, we encourage you to apply and become part of the Ensign Partners team.

IMPORTANT: Instructions When Applying

Please follow these instructions carefully. They exist to filter serious candidates.

1. Do NOT email us directly.

If you email us outside of this job post, you will be automatically disqualified.

2. Your subject line must be:

Senior Financial Paraplanner at Ensign Partners

3. In your application, include ALL of the following:

A short introduction.

Your years of professional financial planning experience.

Your level of experience with eMoney, including how many years you have used the platform.

The types of financial plans and complex planning scenarios you have developed using eMoney.

Whether you have experience working with U.S.-based financial advisors or financial planning firms.

Your experience with retirement planning, tax planning, insurance, estate planning, and business owner financial planning.

Any financial planning certifications or professional credentials you hold, including CFP® or equivalent designations.

Which other financial planning software, CRM systems, and document management platforms you have used.

Your English proficiency level.

Your expected monthly salary in USD.

PAY WILL DEPEND ON LEVEL OF EXPERIENCE AND QUALIFICATIONS.

Work hours will be full-time U.S. (Arizona) business hours.