Senior Paraplanner

Moneybox

. Lead complex cases, particularly pension consolidation, drawdown and multiple-pot cases, before advice is presented to customers .

Posted 9/30/2026full-timeRemote • United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive paraplanning expertise in regulated financial advice, particularly in pension consolidation and drawdown cases, while ensuring high-quality suitability reports and compliance with governance protocols. Capable of coaching and mentoring paraplanners, contributing to policy discussions, and improving workflows in a digital-first environment.

Highest-signal resume keywords

Paraplanning ExperiencePension ConsolidationSuitability Report DevelopmentCoaching And MentoringDiploma In Regulated Financial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical Knowledge Of UK PensionsInvestment ProductsTax TreatmentStructured Data ManagementAdvice Software Proficiency

Soft Skills

High Standard Of Written QualityCollaborationFeedback Provision

Tools & Technologies

Advice EngineDigital Case FileAMS Product

Certifications & Qualifications

Diploma In Regulated Financial Planning (Level 4)AF7 Or Equivalent Advanced Pension QualificationsChartered Status

Industry Keywords

Regulated Advice FirmSuitability ReportsHouse RulesComplianceScaled-Advice

About the role

Key responsibilities & impact

Lead complex cases, particularly pension consolidation, drawdown and multiple-pot cases, before advice is presented to customers
Ensure engine-generated plans have accurate, complete and clear suitability reports covering objectives, recommendations, risks, costs and rationale
Conduct pre-meeting case reviews with Advisors and identify issues in fact finds or plans
Support Advisors during QA review of engine-generated plans
Develop and maintain suitability report templates and wording for the advice engine, including disclosures aligned with House Rules and governance protocols
Own day-to-day suitability report quality and provide feedback on evolving standards
Collaborate with the Head of Proposition and Advisor Management System product team to improve workflows, fact-find prompts and evidence capture
Convert QA, audit and compliance findings into team training and case coaching
Coach and develop less experienced Paraplanners through case studies, feedback and qualification support
Help define standards for paraplanning in a digital-first model
Triage work across the Paraplanner team with the Head of Proposition, balancing complexity, SLAs and capacity
Contribute to advice policy and House Rules discussions
Support Risk & Compliance with monitoring, root-cause analysis and remediation
Act as technical contact for Money Guides and Financial Advisers on complex queries and guidance/advice boundaries
Work with Advisors on cases and post-meeting documentation, and with engine and AMS product teams on tooling
Participate in QA huddles, suitability report workshops and team learning sessions

Requirements

What you’ll need

Substantial paraplanning experience in a regulated advice firm, ideally including pension consolidation and drawdown cases
Diploma in Regulated Financial Planning (Level 4), with appetite to keep building qualifications
Strong technical knowledge of UK pensions, ISAs, investment products, and the tax treatment of each
High standard of written quality; suitability reports must be clear and understandable to customers
Experience coaching, mentoring or leading other paraplanners
Comfortable working with structured data, advice software and a digital case file
AF7 or equivalent advanced pension qualifications (desirable)
Chartered or working towards Chartered status (desirable)
Experience contributing to or owning templates, checklists or advice logic in a scaled-advice or robo environment (desirable)

Benefits

Comp & perks

Opportunity to join a fast-growing, award-winning and super ambitious company
Work with a friendly team of highly motivated individuals
Be in an environment where you are listened to and can actually have an impact
Thriving collaborative and inclusive company culture
Company pension scheme
Company bonus scheme
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service.