Banner Default Image

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.

​Desborough, a town in Northamptonshire, England, lying in the Ise Valley between Market Harborough and Kettering, was an industrial centre for weaving and shoe-making in the 19th century and had a long association with the Co-operative movement.[1] Desborough today is a residential centre: new homes and industry are being developed to the north of the old town.

Latest jobs