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.

​Matlock is the county town of Derbyshire, England. It is situated at the south-eastern part of the Peak District, with the National Park directly to the west. The town is twinned with the French town of Eaubonne. The former spa resort of Matlock Bath lies immediately south of the town on the A6. The civil parish of Matlock Town had a population in the 2011 UK census of 9,543.[1] The population of the wider Matlock urban area (including Darley Dale, Tansley, Hackney and Matlock Bath) is approximately 20,000.

Matlock is nine miles (14 km) south-west of Chesterfield and in easy reach of the cities of Derby (19 miles), Sheffield (20 miles) and Nottingham (29 miles); the Greater Manchester conurbation is 30 miles away. Matlock is within the Derbyshire Dales district, which also includes the towns of Bakewell and Ashbourne, as well as Wirksworth. The headquarters of Derbyshire County Council are in the town.

Latest jobs