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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.

​Kidderminster is a large market and historic minster town and civil parish in Worcestershire, England, 17 miles (27 km) south-west of Birmingham and 15 miles (24 km) north of Worcester. Located north of the River Stour and east of the River Severn, in the 2011 census, it had a population of 55,530.[1] The town is twinned with Husum, Germany.

Situated in the far north of Worcestershire (and with its northern suburbs only 3 and 4 miles from the Staffordshire and Shropshire borders respectively), the town is the main administration centre for the wider Wyre Forest District, which includes the towns of Stourport-on-Severn and Bewdley, along with other outlying settlements.

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