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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.

Brackley is a market town in South Northamptonshire, England, on the borders with Oxfordshire and Buckinghamshire. 19 miles (31 km) from Oxford and 22 miles (35 km) from Northampton. Historically a market town based on the wool and lace trade, it was built on the intersecting trade routes between London, Birmingham and the Midlands and Cambridge and Oxford. Brackley is close to Silverstone and home to the Mercedes AMG Petronas F1 Team.

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