Paraplanner; AI Led

Job in Bolton, Greater Manchester, CA16, England, UK

Listing for: IDEX Consulting Ltd

Full Time position
Listed on 2026-09-16

Job specializations:

Retail
Financial Analyst, Financial Reporting

Salary/Wage Range or Industry Benchmark: 32000 - 42000 GBP Yearly GBP 32000.00 42000.00 YEAR

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 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

This role would suit someone who:

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 first time
Wants to be part of a progressive, innovative business rather than a traditional production-line environment

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 first time, every time.