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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.

Grantham (/ˈɡrænθəm/ GRAN-thəm) is a market and industrial town in the South Kesteven district of Lincolnshire, England. It straddles the London–Edinburgh East Coast Main Line and the River Witham and is bounded to the west by the A1 north–south trunk road. It lies about 23 miles (37 kilometres) south of the county town, Lincoln, and 22 miles (35 kilometres) east of Nottingham. The population in 2016 was put at 44,580.[1] Grantham is known as the birthplace of former UK Prime Minister Margaret Thatcher, for educating Isaac Newton at the King's School, as the workplace of the UK's first female police officer, Edith Smith in 1914, and for making the UK's first running diesel engine in 1892 and tractor in 1896. Thomas Paine worked there as an excise officer in the 1790s.