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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.

​Lutterworth is a market town and civil parish in the Harborough district of Leicestershire, England. The town is located in southern Leicestershire, close to the borders with Warwickshire and Northamptonshire. It is located 6.4 miles (10.3 kilometres) north of Rugby, Warwickshire and 12 miles (19 kilometres) south of Leicester.

At the 2011 UK census, the civil parish of Lutterworth had a population of 9,353.[2] The built up area of Lutterworth, which also includes the adjacent village of Bitteswell had a population of 9,907.[3]

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