Senior Paraplanner - (Remote)

The Senior Paraplanner - (Remote) position at Moneybox in Remote is a full time role. 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.

Please refer to the full job description for required skills and qualifications.

The salary for this position is not publicly listed. You can negotiate during the interview process. Check Glassdoor or Levels.fyi for estimates.

This position is Remote. You can work from anywhere, subject to the employer's remote work policy.

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