Para Planner

» search for more Jobs

Para planners assist financial planners in providing advice to clients. They do this by conducting research, preparing written statements, using financial planning software and providing advice on issues such as tax and legislation. Other tasks may also be required depending on the size and scope of the employer. Para planners do not require the same qualifications as financial planners, and as such, do not typically earn as much. However, degree or diploma qualifications in financial services are usually necessary and specific accreditation may be required by some employers. Para planning is a good entry-point for a career as a financial planner as it provides the opportunity to gain experience with financial operations and strategy as well as with clients.