What is a paraplanner?

A paraplanner works as a junior member of a financial planning team and helps clients develop financial plans to reach their goals. As a paraplanner, your job duties include gathering and reviewing client financial records, modeling possible financial scenarios, and using software to prepare documents with charts, graphs, and other visual aids. You also support financial advisors by helping prepare for meetings, performing research, and making planning recommendations. Some paraplanners work virtually outside of the office.