Banner Default Image

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.

​Long Eaton is a town in the Erewash district of Derbyshire, England, just north of the River Trent about 7 miles (11 km) south-west of Nottingham and some 8.5 miles (13.7 km) south-east of Derby. The town population was 37,760 at the 2011 census.[1] Long Eaton has been part of Erewash borough since 1 April 1974, after the dissolution of the Long Eaton Urban District Council.

Latest jobs