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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.

​Bury St Edmunds (/ˈbɛri/), commonly referred to locally as Bury, is a historic market town and civil parish in Suffolk, England.[2] Bury St Edmunds Abbey is near the town centre. Bury is the seat of the Diocese of St Edmundsbury and Ipswich of the Church of England, with the episcopal see at St Edmundsbury Cathedral.

The town, originally called Beodericsworth,[3] was built on a grid pattern by Abbot Baldwin around 1080.[4] It is known for brewing and malting (Greene King brewery)[5] and for a British Sugar processing factory, where Silver Spoon sugar is produced. The town is the cultural and retail centre for West Suffolk and tourism is a major part of the economy.

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