Jobs
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.
Bourne is a market town and civil parish in the South Kesteven district of Lincolnshire, England. It lies on the eastern slopes of the limestone Kesteven Uplands and western edge of the Fens.[2] The population recorded in the 2011 census was 14,456.[3]
