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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.

​Sandwell is a metropolitan borough of the West Midlands county in England. The borough is named after the Sandwell Priory, and spans a densely populated part of the West Midlands conurbation. According to Sandwell Metropolitan Borough Council, the borough comprises the six amalgamated towns of Oldbury, Rowley Regis, Smethwick, Tipton, Wednesbury, and West Bromwich,[3] although these places consist of numerous smaller settlements and localities. Sandwell's Strategic Town Centre is designated as West Bromwich, the largest town in the borough, while Sandwell Council House (the headquarters of the local authority) is situated in Oldbury.

Bordering Sandwell is the City of Birmingham to the east, the Metropolitan Borough of Dudley to the south and west, the Metropolitan Borough of Walsall to the north, and the City of Wolverhampton to the north-west. Spanning the borough are the parliamentary constituencies of West Bromwich West, West Bromwich East, Warley, and part of Halesowen and Rowley Regis, which crosses into the Dudley borough.

At the 2011 census, the borough had a population of 309,000 and an area of 86 square kilometres (33 sq mi).[4]

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