Senior Paraplanner: Lead Complex Financial Plans & Coaching

Remote Advice; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Remote Advice seeks a skilled paraplanner leader to spearhead complex financial planning cases, including pension consolidation and drawdown. You will ensure suitability reports are accurate, customer-friendly, and compliant with regulatory standards.

You will develop and maintain suitability report templates and standards, collaborating with the Head of Proposition and product teams on workflows and governance.

Responsibilities

• Lead on complex financial planning cases, including pension consolidation and drawdown, ensuring suitability reports are accurate and customer-friendly.
• Develop and maintain suitability report templates and standards, working with the Head of Proposition and product teams on workflows and governance.
• Coach and develop less experienced paraplanners, set quality standards, and act as the technical bridge between advisors, engine teams, and clients.

Job description

Remote Advice seeks a skilled paraplanner leader to spearhead complex financial planning cases, including pension consolidation and drawdown. You will ensure suitability reports are accurate, customer-friendly, and compliant with regulatory standards.

You will develop and maintain suitability report templates and standards, collaborating with the Head of Proposition and product teams on workflows and governance.