At a Glance
- Tasks: Prepare high-quality reports and support financial advisers on complex cases.
- Company: Join a forward-thinking finance firm in Manchester with a focus on AI-driven solutions.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Other info: Exciting opportunity for career growth in a dynamic industry.
- Why this job: Be at the forefront of finance innovation and shape the future with AI technology.
- Qualifications: Experience as a Paraplanner and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
mbf in the United Kingdom is seeking an experienced Paraplanner to join a team of Financial Planners in Manchester. You will prepare high quality suitability reports, undertake complex technical research and support advisers across sophisticated cases, with exposure to pensions, investments, protection, and retirement planning.
You'll also contribute to the firm's AI strategy, reviewing AI-generated outputs, providing feedback to improve accuracy, and collaborating with leadership to shape how.
Paraplanner - AI-Driven Finance, £48k-£60k in Manchester employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
