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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 West England is one of nine official regions of England and consists of the counties of Cheshire, Cumbria, Greater Manchester, Lancashire and Merseyside. The North West had a population of 7,052,000 in 2011.[1] It is the third-most-populated region in the United Kingdom, after the South East and Greater London. The largest settlements are Manchester and Liverpool.

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