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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.

​The Metropolitan Borough of Solihull is a metropolitan borough of the West Midlands, in west-central England. It is named after its largest town, Solihull, from which Solihull Metropolitan Borough Council is based. For Eurostat purposes it is a NUTS 3 region (code UKG32) and is one of seven boroughs or unitary districts that comprise the "West Midlands" NUTS 2 region. Much of the large residential population in the north of the borough centres on the communities of Castle Bromwich, Chelmsley Wood, Fordbridge, Kingshurst, Marston Green and Smith's Wood. In the south are the town of Solihull, its sub-town of Shirley and the large villages of Knowle, Dorridge, Meriden and Balsall Common.

Since 2011, Solihull has formed part of the Greater Birmingham & Solihull Local Enterprise Partnership along with neighbouring authorities Birmingham, Bromsgrove, Cannock Chase, East Staffordshire, Lichfield, Redditch, Tamworth and Wyre Forest.

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