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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