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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.

​Bromsgrove is a local government district in Worcestershire, England. Its council is based in the town of Bromsgrove.

It borders the built up area of Birmingham to the north. Other places in the district include Alvechurch, Aston Fields, Belbroughton, Catshill, Clent, Hagley, Rubery, Stoke Prior and Wythall.

The current district was formed on 1 April 1974 by the merger of Bromsgrove urban district and Bromsgrove Rural District.

Since 2011, Bromsgrove has formed part of the Greater Birmingham & Solihull Local Enterprise Partnership along with neighbouring authorities Birmingham, Cannock Chase, East Staffordshire, Lichfield, Redditch, Solihull, Tamworth and Wyre Forest.

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