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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.

​Oxford (/ˈɒksfərd/)[4][5] is a city in England. It is the county town and only city of Oxfordshire. In 2017, its population was estimated at 152,450.[1] It is 56 miles (90 km) northwest of London, 64 miles (103 km) southeast of Birmingham, and 61 miles (98 km) northeast of Bristol. The city is home to the University of Oxford, the oldest university in the English-speaking world,[6] and has buildings in every style of English architecture from late Anglo-Saxon. Oxford's industries include motor manufacturing, education, publishing, information technology and science.