Senior Paraplanner

Moneybox; United States; Híbrido; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Company pension scheme

Company bonus scheme

Home office furniture allowance

Personal Learning and Developmentbud?

Private Medical Insurance

Health Cash Plan

Cycle to work scheme

Wellhub gym wellbeing

Enhanced parental pay & leave

25 days holiday + bank holidays

Resumo da oferta

Moneybox is seeking a Senior Paraplanner to lead complex case work and ensure the accuracy and clarity of suitability documents for clients. You will coach junior paraplanners, develop templates, and collaborate with Advisors, the Head of Proposition and the engine team to improve workflows in a digital-first environment.

This is a hybrid role supporting risk, compliance, and policy input. This position emphasises pension, drawdown and multi-pot scenarios, with a strong focus on delivering

Qualificações

• Substantial paraplanning experience in a regulated advice firm.
• Diploma in Regulated Financial Planning (Level 4).
• Strong technical knowledge of pensions, ISAs, investments and tax.
• Excellent written quality for client-facing reports.
• Experience coaching or leading paraplanners.
• Comfortable with structured data and digital case files.

Responsabilidades

• Lead on complex cases, especially pension consolidation and drawdown, preparing the case before advice is presented.
• Ensure engine-generated plans have clear, accurate, and well-written suitability reports.
• Run pre-meeting case reviews with Advisors.
• Support Advisors during QA reviews of engine-generated plans.
• Develop and maintain suitability report templates and wording.
• Own day-to-day quality of suitability reports against governance standards.
• Collaborate with Head of Proposition and AMS product team to improve workflows.
• Translate QA/audit findings into team training and coaching.
• Coach and develop less experienced paraplanners.
• Set the standard for paraplanning in a digital-first model and triage work with the Head of Proposition.

Conhecimentos

Paraplanning experience

Pensions knowledge

Coaching/mentoring

Regulated advice background

Written communication

Formação académica

Diploma in Regulated Financial Planning (Level 4)

AF7 or advanced pension qualifications

Ferramentas

Advice software

Digital case file tools

Descrição da oferta de emprego

The Senior Paraplanner is the technical engine room of our advice service. You take the output of the advice engine, the fact find data, and the rest of the case context, and you make sure that when an Advisor speaks to the customer — or when a plan is released — everything is in order, suitability is clearly evidenced, and the documentation tells a coherent story.

You are the senior practitioner in the Paraplanning team, working closely with the Head of Proposition who owns the advice policy and proposition. You set the day-to-day quality bar for suitability writing, lead on the most complex cases, coaching less experienced Paraplanners, and acting as the technical bridge between the Paraplanning team, the Advisors and the engine team.

What you’ll be doing

Case work and suitability

• Lead on complex cases — particularly those involving pension consolidation, drawdown and multiple pots — preparing the case before the advice is presented to the customer.

• Take the engine-generated plan and ensure the suitability report supporting it is accurate, complete and reads well for the customer — clear on objectives, recommendations, risks, costs and the rationale.

• Run pre-meeting case reviews with Advisors, flagging anything in the fact find or plan that needs attention before the customer call.

• Support Advisors during the QA review of engine-generated plans, particularly on cases flagged for a higher level of review.

Standards, templates and tooling

• Develop and maintain the suitability report templates and suitability wording required by the advice engine for each customer circumstance. Being clear what disclosures should be generated and when these should be presented, in line with the House Rules. Ensuring any changes or template developments are signed off by the Head of Proposition and follow governance protocols.

• Own the day-to-day quality of suitability reports against the standards set by the Head of Proposition — and feed back where standards need to evolve based on what you see in real cases.

• Work with the Head of Proposition and the Advisor Management System product team on improvements to workflows, fact find prompts, and the way evidence is captured and surfaced.

• Translate findings from QA, audit and compliance monitoring into Paraplanner team training and case-level coaching.

Team leadership

• Coach and develop less experienced Paraplanners — running case studies, providing feedback on suitability reports, and supporting their progression and qualifications.

• Set the bar for what good paraplanning looks like in a digital-first model — this is new territory and you’ll help define it.

• Triage work into the Paraplanner team alongside the Head of Proposition, balancing case complexity against SLAs and capacity.

Working across the service

• Contribute to advice policy and House Rules discussions — bringing the paraplanner’s eye on what is clear, fair and not misleading for the customer.

• Support Risk & Compliance on monitoring activities, root cause analysis and remediation, recognising that paraplanning acts as a first-line risk control in our model.

• Be the go-to technical voice for Money Guides and Financial Advisers on complex queries, helping them stay clearly on the right side of the guidance/advice boundary.

What we’re looking for

Essential

• 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.

• A genuinely high bar for written quality — your suitability reports should be the kind that customers can read and understand.

• Experience coaching, mentoring or leading other paraplanners.

• Comfortable working with structured data, advice software and a digital case file — this is not a paper-based practice.

Desirable

• AF7 or equivalent advanced pension qualifications.

• Chartered or working towards Chartered status.

• Experience of contribution to or owning templates, checklists or advice logic in a scaled-advice or robo environment.

How you’ll work

You will work closely with Advisors on cases and post-meeting documentation, and with the engine and AMS product teams on tooling. Expect a regular cadence of QA huddles, suitability report workshops and team learning sessions.

What’s in it for you?

• 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.