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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.

​Harpenden (/ˈhɑːrpəndən/) is a town and civil parish in the City and District of St Albans in the county of Hertfordshire, England. The population of the built-up area was 30,240 in the 2011 census, whilst the population of the civil parish was 29,448.[1][2][4] Harpenden is a commuter town, with a direct rail connection through Central London and property prices well over triple the national average.[5]

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