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Definition: Para-Planner

The role of a para-planner is an upcoming and new position in the financial planning industry. It involves the delivery of administrative duties of a financial planner. This is an important function as it allows actual financial planners to focus by working in tandem and closely with the customers to help identify their investing needs. It is more useful to planners on the sell side.

Para-planners are the ones who make the plans and reports for the financial planners. As the cost of hiring such para-planners is relatively very high, usually only big companies have the options of hiring them. There are various external agencies which have developed para-planning as a core competency and to which firms outsource their needs.

The role of a para-planner is also utilized by fresh graduates to enter, understand and gain experience in the financial planning industry.


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