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Paraplanner

A paraplanner assists financial advisors by researching, verifying and preparing financial reports. This job ensures that financial advice is accurate and beneficial for clients. Understanding the role of a paraplanner will help you determine if this is the right career choice for you.

What does a paraplanner do?

A paraplanner is generally seen as a critical support system for financial advisors. They do the numbers, conduct research and produce reports, easing pressure on financial advisors who need to invest more time in sustaining customer relations and strategic planning. Below is a list of common responsibilities for a paraplanner.

Bangor (/ˈbæŋɡɔːr/, /-ɡər/;[3][4] Welsh: [ˈbaŋɡɔr] ⓘ) is a cathedral city and community in Gwynedd, north Wales. It is the oldest city in Wales. Historically part of Caernarfonshire, the community had a population of 15,060 at the 2021 census, and the built up area had a population of 16,990. Landmarks include Bangor Cathedral, Bangor University and Garth Pier. The Britannia and Menai Suspension bridges connect the city to the Isle of Anglesey.

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