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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.

​Colwyn Bay (Welsh: Bae Colwyn) is a town, community and seaside resort in Conwy County Borough on the north coast of Wales overlooking the Irish Sea. It lies within the historic county of Denbighshire. Eight neighbouring communities are incorporated within its postal district. Established as its own separate parish in 1844 with just a small grouping of homes and farms where the community of Old Colwyn stands today, Colwyn Bay has expanded to become the second-largest community and business centre in the north of Wales as well as the 14th largest in the whole of Wales with the urban statistical area, including Old Colwyn, Rhos-on-Sea, and Mochdre and Penrhyn Bay, having a population of 34,284 at the 2011 census.[1]

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