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Paraplanner: AI-Driven Financial Planning; Hybrid
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-07-25
Listing for:
mbf.
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
MBF is seeking an experienced Paraplanner to join our modern, ambitious Manchester-based financial planning firm. This hybrid role combines high-quality technical paraplanning with shaping the future of AI-driven processes, supporting Financial Planners and contributing to AI strategy.
You will prepare suitability reports, conduct complex technical research, and assist high-net-worth clients across pensions, investments, protection, retirement, tax and estate planning while championing process
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