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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.

​Malvern Hills is a local government district in Worcestershire, England. Its council is based in the town of Malvern, and its area covers most of the western half of the county, including the small towns of Tenbury and Upton. It was originally formed in 1974 and was subject to a significant boundary reform in 1998. In the 2011 census the population of the Malvern Hills district was 74,631.

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