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.

​Wymondham (/ˈwɪndəm/ WIN-dəm) is a market town and civil parish in the South Norfolk district of Norfolk, England, 12 miles (19 km) south-west of Norwich off the A11 road to London. The River Tiffey runs through.[2] The parish, one of Norfolk's largest, includes rural areas to the north and south, with hamlets of Suton, Silfield, Spooner Row and Wattlefield.[3] It had a population of 14,405 in 2011,[1] of whom 13,587 lived in the town itself.[4]

Latest jobs