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.

​St Albans (/sənt ˈɔːlbənz/) is a cathedral city in Hertfordshire,[1] England and the main urban area in the City and District of St Albans. It lies east of Hemel Hempstead and west of Hatfield, about 20 miles (32 km) north-north-west of central London, 8 miles (13 km) south-west of Welwyn Garden City and 11 miles (18 km) south-south-east of Luton. St Albans was the first major town on the old Roman road of Watling Street for travellers heading north and it became the Roman city of Verulamium. It is within the London commuter belt and the Greater London Built-up Area. With a population of 82,146, it is the fourth-most-populous settlement in Hertfordshire.

Latest jobs