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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.

​Metheringham is an English village and civil parish in the North Kesteven district of Lincolnshire. The population of the civil parish at the 2011 census was 3,605.[1] It is about 9 miles (14 km) south of the city and county town of Lincoln and 10 miles (16 km) north of Sleaford. The centre of the village is a conservation area.

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