Senior Paraplanner - (Remote)
Descrizione dell'offerta
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 wh
Dettagli
- Azienda: Moneybox
- Sede: Remoto
- Tipo di contratto: Tempo pieno
- Fonte: arbeitnow
- Valido fino al: 15 novembre 2026
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