Paraplanner – Tech & AI Focus
IDEX Consulting Ltd · Manchester
Job description
About the role
We are seeking an experienced Paraplanner to join our Manchester team. This is not a traditional paraplanning role – we need someone who is enthusiastic about technology, automation and AI and can help shape the future of financial planning.
Key responsibilities
- Produce high‑quality technical reports, research and analysis for advisers.
- Support advisers in delivering outstanding client outcomes.
- Refine and develop in‑house AI processes to improve efficiency and consistency.
- Build a "first time right" approach to advice preparation and report writing.
- Explore smarter ways to deliver advice and client solutions.
- Contribute to the future operating model of a modern advice firm.
Required profile
- Proven experience as a Paraplanner.
- Passion for solving problems and continuous improvement.
- Curiosity about AI and emerging technology.
- Desire to work in a progressive, innovative environment.
Required skills
What we offer
- Competitive salary between £50,000 and £60,000 per year.
- Opportunity to work with cutting‑edge AI tools.
- Inclusive company culture focused on diversity, equity and inclusion.
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Published 1 month ago
Expires 1 day from now
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IDEX Consulting Ltd
Manchester
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