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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.

​Boston is a port and market town in Lincolnshire, on the east coast of England, about 100 miles (160 km) north of London. It is the largest town of the wider Borough of Boston local government district. The town itself had a population of 35,124 at the 2001 census,[1] while the borough had a total population of 66,900, at the ONS mid-2015 estimates.[2] It is north of Greenwich on the Prime Meridian.

Boston's most notable landmark is St Botolph's Church ("The Stump"), the largest parish church in England,[3] visible for miles around from the flat lands of Lincolnshire. Residents of Boston are known as Bostonians. Emigrants from Boston named several other settlements around the world after the town, most notably Boston, Massachusetts, in the United States.