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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.

​Haywards Heath (/ˈheɪwərdz hiːθ/ (listen)) is a town in West Sussex, England, 36 miles (58 km) south of London, 14 miles (23 km) north of Brighton, 13 miles (21 km) south of Gatwick Airport and 31 miles (50 km) northeast of the county town, Chichester. Nearby towns include Burgess Hill to the southwest, Horsham to the northwest, Crawley northwest and East Grinstead northeast. With only a relatively small number of jobs available in the immediate vicinity, mostly in the agricultural or service sector, many residents work "remotely" or commute daily via road or rail to London, Brighton, Crawley or Gatwick Airport for work.[3]

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