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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.
Oadby is a small town in Leicestershire, three miles south east of Leicester city centre. The town is famous for Leicester Racecourse, situated on the border between Oadby and Stoneygate, and the University of Leicester Botanical Garden. Oadby had a population of 23,849 in 2011 and like its neighbour Wigston, Oadby is made up of five wards and is one of several satellite towns surrounding Leicester. The Borough of Oadby and Wigston is twinned with Maromme in France, and Norderstedt in Germany.
