Retirement Financial Plan Preparation

I'm looking for a skilled paraplanner to assist with retirement planning. The work involves coordinating client communication and preparing detailed financial plans.

Key Tasks:
- Communicate with clients to gather necessary information and update them on progress
- Prepare comprehensive retirement financial plans using QuickBooks

Ideal Skills and Experience:
- Strong financial planning background, especially in retirement planning
- Proficiency in QuickBooks
- Excellent communication and organizational skills