Paraplanner Salary and Paraplanner Job Description
The position of a Paraplanner is a relatively new position within the financial planning industry and was created to assist and increase the performance of a financial planner. By freeing up the the time of the financial planners and allowing them to focus upon the customer needs, the paraplanner looks after the administrative roles of a financial planner.
Paraplanner Job Description
Paraplanners do the lions share of the work for the financial planner. They prepare reports and plans and generating financial reports for the client. A paraplanner may be called upon initially to prepare graphs, charts and subsequent reports for the client and as the relationship with the client develops, the paraplanner will be on hand to answer any and all questions and or concerns that the client may have.
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