Paraplanner (AI Led)

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...