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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.
Beeston is a town in Nottinghamshire, England, 3.4 miles (5.5 km) south-west of Nottingham city centre. To the immediate north-east is the University of Nottingham's main campus, University Park. The pharmaceutical and retail chemist group Boots has its headquarters 0.6 miles (1 km) east of the centre of Beeston, on the border with Broxtowe and the City of Nottingham. To the south lies the River Trent and the village of Attenborough, with its extensive wetlands.[2]
