At a Glance
- Tasks: Join a tech-savvy team to innovate financial planning with AI and automation.
- Company: Progressive firm in Manchester focused on redefining paraplanning.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Dynamic environment with a focus on quality and client outcomes.
- Why this job: Be at the forefront of AI in finance and make a real impact.
- Qualifications: Experience in paraplanning and a passion for technology and improvement.
The predicted salary is between 35000 - 45000 £ per year.
My client is currently looking for an experienced Paraplanner to join their team in Manchester. They are looking for an ambitious, tech and AI-savvy Paraplanner to 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 they are 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.
Paraplanner (AI Led) in Manchester employer: IDEX Consulting Ltd
Join a forward-thinking firm in Manchester that champions innovation and embraces technology, making it an exceptional employer for Paraplanners eager to shape the future of financial planning. With a strong focus on employee growth, a collaborative work culture, and a commitment to continuous improvement, you'll have the opportunity to refine AI processes and enhance client outcomes in a supportive environment. This is not just a job; it's a chance to be part of a progressive team that values your insights and encourages you to explore smarter ways of working.
