Banner Default Image

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.

​Redditch is a town, and local government district in north-east Worcestershire, England, approximately 15 miles (24 km) south of Birmingham. The district has a population of 85,000 as of 2019. In the 19th century it became the international centre for the needle and fishing tackle industry. At one point 90% of the world's needles were manufactured in the town and its neighbourhoods.[7] In the 1960s it became a model for modern new town planning.

Latest jobs