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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.

​Surrey (/ˈsʌri/)[2] is a county in South East England which borders Kent to the east, East Sussex to the southeast, West Sussex to the south, Hampshire to the west, Berkshire to the northwest, and Greater London to the northeast. With about 1.2 million people, Surrey is the 12th-most populous English county, the third-most populous home county, after Kent and Essex, and the third-most populous in the Southeast, after Hampshire and Kent.

Surrey is a relatively affluent county. It has the highest proportion of woodland of counties in England. It has four horse racing courses, and golf courses including the international competition venue at Wentworth.

Guildford is popularly regarded as the county town, although since 2020 Surrey County Council has been based at Woodhatch Place in Reigate, having previously been based at County Hall, Kingston-upon-Thames since 1893.[3] Surrey is divided into eleven districts.

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