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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.

​Stratton (Cornish: Strasnedh) is a market town and former civil parish, now in the parish of Bude-Stratton, in Cornwall, England, United Kingdom. It is situated near the coastal town of Bude and the market town of Holsworthy. It was also the name of one of ten ancient administrative hundreds of Cornwall. The Battle of Stratton during the English Civil War took place here on 16 May 1643.[1]

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