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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.

​The Metropolitan Borough of Dudley is a metropolitan borough of West Midlands in England. It was created in 1974 following the Local Government Act 1972, through a merger of the existing Dudley County Borough with the municipal boroughs of Stourbridge and Halesowen. The borough borders Sandwell to the east, the city of Birmingham to the south east, Bromsgrove to the south in Worcestershire, South Staffordshire District to the west, and the city of Wolverhampton to the north.

Being a metropolitan borough Dudley is effectively a unitary authority, with the exceptions of Transport for West Midlands, (publicly branded as West Midlands Network), fire and police services, and the local government pension fund (West Midlands Pension Fund), which are jointly run by the seven metropolitan boroughs of the West Midlands county.

For Eurostat purposes, Dudley is a NUTS 3 region (code UKG36), and is one of seven boroughs or unitary districts that comprise the "West Midlands" NUTS 2 region.[2]

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