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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.

​Martley is a village and civil parish in the Malvern Hills district of the English county of Worcestershire. It is approximately nine miles north-west of Worcester. The population of the village is approximately 1,200 people. The mixed farming of the area includes arable, formerly cherry, apple, damson orchards and hopyards.

It is a popular village for retired people and professionals working in the city and surrounding towns, and has a large secondary school to which around 700 pupils are bussed daily from the surrounding area. It has a sports hall with rock climbing wall and a gym within the grounds of the school can be used by the public out of school times.

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