[Hiring] Senior Paraplanner @Moneybox

Role Description

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.
  • Own the day-to-day quality of suitability reports against the standards set by the Head of Proposition.
  • 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.
  • 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.
  • Be the go-to technical voice for Money Guides and Financial Advisers on complex queries.

Qualifications

• 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.

Requirements

• 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.

Benefits

• 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.