As a work from home paraplanner, you provide support for a financial planner by performing duties related to client management so that the expert is free to concentrate on generating new business. In this remote role, you may handle tasks like performing data analysis and developing financial plans as well as answering client questions, writing reports, and maintaining documentation. You may also plan and prepare for client presentations by creating graphs, tables, and other visuals to explain proposed financial strategies. Other responsibilities include scheduling client meetings, taking notes, preparing reports, and completing data entry tasks.