Banner Default Image

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 Metropolitan Borough of Bolton /ˈboʊltən/ (About this soundlisten) is a metropolitan borough of Greater Manchester, England, named after its largest town, Bolton, but covering a far larger area which includes Blackrod, Farnworth, Horwich, Kearsley, Westhoughton, and part of the West Pennine Moors. It has a population of 276,800.

The boundaries were set by the Local Government Act 1972, and cover eight former local government districts; seven Urban Districts from the administrative county of Lancashire, and the County Borough of Bolton. The metropolitan districts of Bury, Salford and Wigan lie to the east, south and west respectively; and the unitary authority of Blackburn with Darwen and the non-metropolitan district of Chorley in Lancashire to the north and north-west.

Latest jobs