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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.

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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.

​Gainsborough is a market town in the West Lindsey district of Lincolnshire, England. The population of the town was 20,842 at the 2011 census.[1] It is situated on the River Trent, 18 miles (29 km) north-west from the city and county town of Lincoln, 15 miles (24 km) south-west of Scunthorpe, and 35 miles (56 km) east of Sheffield. At one time it served as an important port with trade downstream to Hull, and was the most inland port in England, being more than 55 miles (90 km) from the North Sea.