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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.
Dartmouth(/ˈdɑːrtməθ/) is a town andcivil parishin theEnglishcounty ofDevon. It is atourist destinationset on the western bank of the estuary of theRiver Dart, which is a long narrow tidalriathat runs inland as far asTotnes. It lies within theSouth Devon Area of Outstanding Natural BeautyandSouth Hamsdistrict, and had a population of 5,512 in 2001,[1]reducing to 5,064 at the2011 census.[2]There are twoelectoral wardsin theDartmoutharea (Townstal& Kingswear). Their combined population at the above census was 6,822
