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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.

​The Borough of Basildon is a local government district in south Essex in the East of England, centred on the town of Basildon. It was formed as the Basildon District on 1 April 1974 from the former area of Basildon Urban District and the part of Thurrock Urban District that was within the Basildon New Town. The population of the district as of 2010 is about 172,000. The local authority is Basildon Borough Council. The council made an application for borough status in February 2010 and this was given approval that year, with Mo Larkin becoming the first mayor in October.[1][2]

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