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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.

​North Hykeham is a town in the North Kesteven district, in the county of Lincolnshire, England. Geographically it forms the southern outer part of a greater Lincoln urban sprawl and comprises 4,915 dwellings. The population of the town at the 2011 census was 13,884.[1]

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