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 writingResearch and analysisProvider and platform knowledgeSupporting advisers and delivering outstanding client outcomesBut 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 processesImprove efficiency, consistency and quality across paraplanningBuild a genuine "first time right" approach to advice preparation and report writingExplore smarter ways to deliver advice and client solutionsHelp shape the future operating model of a modern advice firmThis role would suit someone who:Loves solving problemsNaturally looks for better, smarter ways of workingIs curious about AI and emerging technologyHas a continuous improvement mindset and a passion for getting things right first timeWants to be part of a progressive, innovative business rather than a traditional "production-line" environmentThey genuinely believe AI won''t replace great paraplanners - but great paraplanners who embrace AI will redefine the ..... full job details .....
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