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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.

​King's Lynn, known until 1537 as Bishop's Lynn and locally as Lynn,[2] is a seaport and market town in Norfolk, England, 98 miles (158 km) north of London, 36 miles (58 km) north-east of Peterborough, 44 miles (71 km) north-north-east of Cambridge and 44 miles (71 km) west of Norwich.[2] The population is 42,800.[1]

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