Paraplanner

My client is currently looking for an experienced Paraplanner to join their in Manchester but this isn't your standard Paraplanner role.Theyre are looking for an ambitious, tech and AI-savvy Paraplanner to join our growing team and help shape the future of financial planning.Yes, the fundamentals matter:

• Technical report writing
• Research and analysis
• Provider and platform knowledge
• Supporting advisers and delivering outstanding client outcomes

But therye looking for more than that.

• They want someone excited by technology, automation and AI - someone who sees the opportunity to improve how advice is delivered, how paraplanning functions, and how client solutions are created.

You'll play a key role in helping them:

• Refine and develop their in-house AI processes
• Improve efficiency, consistency and quality across paraplanning
• Build a genuine "first time right" approach to advice preparation and report writing
• Explore smarter ways to deliver advice and client solutions
• Help shape the future operating model of a modern advice firm

This role would suit someone who:

• Loves solving problems
• Naturally looks for better, smarter ways of working
• Is curious about AI and emerging technology
• Has a continuous improvement mindset and a passion for getting things right first time
• Wants to be part of a progressive, innovative business rather than a traditional "production-line" environment

They genuinely believe AI won't replace great paraplanners - but great paraplanners who embrace AI will redefine the profession.Their goal isn't simply to do things faster. It's to build better systems, deliver more consistent client outcomes, and create a business where quality advice is produced right first time, every time.If this sounds like it could be the role for you then please reach out.

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