Paraplanner
Manchester | Hybrid Working
£48,000 to £60,000 (negotiable depending on experience and qualifications) plus excellent benefits
MBF are currently working with a modern and ambitious financial planning firm in Manchester that is looking to recruit an experienced Paraplanner as part of its continued growth.
This is an opportunity to join a business that is genuinely trying to do things differently.
Alongside delivering exceptional financial planning to high-net-worth clients, the firm is investing heavily in technology, automation and AI to improve the way advice is delivered. They are now looking for a technically accomplished Paraplanner who can play a key role in both supporting Financial Planners and helping shape the future of the paraplanning function.
This isn't simply a role where you'll use AI tools. You'll be helping the business develop them.
Working alongside the leadership team, you'll use your technical expertise to help train and refine AI-driven paraplanning processes, ensuring the technology produces accurate, compliant and commercially valuable outputs. You'll become the bridge between high quality financial planning and emerging technology.
The Role
- Working closely with a team of experienced Financial Planners, you'll prepare high quality suitability reports, undertake complex technical research and support advisers across sophisticated financial planning cases.
- The client base includes high-net-worth individuals with a wide range of planning requirements, meaning you'll gain exposure to pensions, investments, protection, retirement planning, tax planning and estate planning. Experience across a broad range of advice areas would be particularly valuable.
- Alongside your traditional paraplanning responsibilities, you'll play an important role in the firm's ongoing AI strategy. You'll review and refine AI-generated paraplanning outputs, provide technical feedback to improve accuracy and consistency, and work closely with the leadership team to help develop technology that genuinely enhances the advice process rather than replacing it.
- You'll also identify opportunities to improve internal processes and contribute ideas that help the business continue to evolve.
About You
- We're looking for an experienced Paraplanner who enjoys technical financial planning and is excited by the opportunity to help shape how technology supports the profession.
- Ideally, you'll be Chartered or working towards Chartered status and have significant experience within a UK financial planning firm. You'll possess excellent technical knowledge, strong report writing skills and experience supporting Financial Planners working with high-net-worth clients.
- Just as importantly, you'll be naturally curious, enjoy improving processes and be open to embracing new technology. Previous experience with AI isn't expected. Instead, the business is looking for someone with the technical credibility and expertise to help shape how AI is developed and used within a modern financial planning environment.
Salary & Benefits
- Salary of £48,000 to £60,000, depending on experience and qualifications.
- Hybrid working.
- Comprehensive benefits package.
- Study support towards Chartered status where appropriate.
- Excellent long-term career prospects within a growing business.
- A genuine opportunity to influence both the technical standards and future direction of the paraplanning function.
- The chance to play a key role in one of the most innovative AI projects currently being developed within the UK financial planning profession.
Sector:
- Financial Services
- Financial Planning
