IDEX Consulting Ltd
Paraplanner (AI Led)
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Job Opportunity: Experienced Paraplanner in Manchester
My client is currently looking for an experienced Paraplanner to join their team in Manchester but this isn’t your standard Paraplanner role.
They’re looking for an ambitious, tech and AI-savvy Paraplanner to join their growing team and help shape the future of financial planning.
Key Responsibilities:
- Technical Report Writing
- Research and Analysis
- Provider and Platform Knowledge
- Supporting Advisers and Delivering Outstanding Client Outcomes
But they’re 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.
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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
Ideal Candidate:
- 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 the first time
- Wants to be part of a progressive, innovative business rather than a traditional "production-line" environment
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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 the first time, every time.
If this sounds like it could be the role for you, then please reach out.
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