Senior Paraplanner

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Lead intricate cases, especially those involving pension consolidation, drawdown, and multiple-pot situations, prior to presenting advice to clients.

• Ensure that plans generated by the engine contain accurate, comprehensive, and clear suitability reports, detailing objectives, recommendations, risks, costs, and rationale.

• Conduct pre-meeting case evaluations with Advisors and pinpoint any issues in fact finds or plans.

• Assist Advisors during the quality assurance review of engine-generated plans.

• Create and uphold suitability report templates and language for the advice engine, ensuring disclosures align with House Rules and governance protocols.

• Take ownership of the daily suitability report quality and provide feedback on evolving standards.

• Work in collaboration with the Head of Proposition and the Advisor Management System product team to enhance workflows, fact-find prompts, and evidence capture.

• Transform findings from QA, audits, and compliance into team training and case coaching sessions.

• Mentor and develop less experienced Paraplanners through case studies, feedback, and support with qualifications.

• Assist in defining standards for paraplanning within a digital-first framework.

• Manage workload distribution among the Paraplanner team alongside the Head of Proposition, balancing complexity, service level agreements, and capacity.

• Contribute to discussions surrounding advice policy and House Rules.

• Support the Risk & Compliance team with monitoring, root-cause analysis, and remediation efforts.

• Serve as the technical point of contact for Money Guides and Financial Advisers on complex inquiries and guidance/advice boundaries.

• Collaborate with Advisors on cases and post-meeting documentation, as well as with the engine and AMS product teams on tooling improvements.

• Engage in QA huddles, suitability report workshops, and team learning sessions.

⛳️ Requirements

• Extensive paraplanning experience within a regulated advice firm, preferably with exposure to pension consolidation and drawdown cases.

• Diploma in Regulated Financial Planning (Level 4), with a desire to continue pursuing further qualifications.

• Strong technical expertise in UK pensions, ISAs, investment products, and their respective tax treatments.

• High-quality written standards; suitability reports must be clear and comprehensible to clients.

• Experience in coaching, mentoring, or leading other paraplanners.

• Proficient in working with structured data, advice software, and digital case files.

• AF7 or equivalent advanced pension qualifications (preferred).

• Chartered status or actively working towards it (preferred).

• Experience in contributing to or managing templates, checklists, or advice logic in a scaled-advice or robo environment (preferred).

🏝️ Benefits

• Opportunity to be part of a rapidly growing, award-winning, and highly ambitious company.

• Collaborate with a friendly team of highly motivated professionals.

• Work in an environment where your voice is heard and you can make a real impact.

• Enjoy a 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 offering cashback on everyday healthcare such as dental and opticians.

• Cycle to work scheme, allowing you to spread the cost of a new bike and accessories.

• CycleSaver program to save on bike-share subscriptions and promote sustainable commuting.

• Wellhub subscription granting access to various gyms and wellbeing applications.

• Enhanced parental pay and leave.

• 25 days of holiday plus bank holidays, with additional days accrued based on length of service.