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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.

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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.

​Stamford is a town on the River Welland in Lincolnshire, England, 92 miles (148 km) north of London on the A1. The population at the 2011 census was 19,701.[2][3][4][5] The town has 17th and 18th-century stone buildings, older timber-framed buildings and five medieval parish churches.[6] Stamford is a frequent filming location. In 2013 it was rated the best place to live in a survey by The Sunday Times.[7]