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
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.
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.
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.
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.
Case work and suitability
Standards, templates and tooling
Team leadership
Working across the service
What we're looking for
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.
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.
Essential
Desirable
How you'll work
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.
Skills Required
- Substantial paraplanning experience in a regulated financial advice firm
- Experience with pension consolidation and drawdown cases
- Diploma in Regulated Financial Planning Level 4
- Strong technical knowledge of UK pensions, ISAs, investment products, and their tax treatment
- High standard of written suitability reporting that customers can understand
- Experience coaching, mentoring, or leading other paraplanners
- Comfort working with structured data, advice software, and digital case files
- AF7 or equivalent advanced pension qualification
- Chartered status or working toward Chartered status
- Experience owning templates, checklists, or advice logic in a scaled-advice or robo environment
What We Do
At Moneybox, we help you turn your money into something greater. Millions of us want to achieve more with our money. But whether we’re looking to save for a rainy day, grow our money, buy a home, or even build a retirement fund, we leave it at the bottom of our to-do lists because we're not sure how to get started. This isn’t surprising. We aren’t taught about financial planning at school, the wealth industry was built to serve a minority, and it often feels like banks don’t care about helping us achieve outcomes. To top it off, the financial services industry is fragmented and confusing. This means that our money often isn’t working hard enough and our goals are much harder to achieve. So, we made a solution. We've brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point. We want to help people build wealth, but our mission goes beyond that. We believe that building wealth isn’t simply about accumulating more money. It’s about going after the life you want and enjoying it to the fullest, today and tomorrow. This is what it means to turn your money into something greater.
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