A registered paraplanner is an assistant to a certified financial planner. The registered paraplanner's primary job function is to gather and organize client and potential client data so that the financial planner is available to answer complicated questions and make sales.
Registered Paraplanner Tasks
Construct visual aides including charts, graphs, and tables to be used in meetings with clients.
Research financial databases and products that match clients' needs.
Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.