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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.

​Huntingdon is a market town in Cambridgeshire, England, chartered by King John in 1205. Having been the county town of historic Huntingdonshire, it is now the seat of the Huntingdonshire District Council. It is well known as the birthplace of Oliver Cromwell, who was born there in 1599 and its Member of Parliament (MP) for the town in the 17th century. The former Conservative Prime Minister (1990–1997) John Major served as the MP for Huntingdon from 1979 until his retirement in 2001.

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