Moneybox is seeking a Senior Paraplanner to act as the technical engine room of our advice service. You will take the engine-generated outputs, validate the fact find data, and ensure that when an Advisor speaks to the customer, everything is in order, evidence is clear, and the documentation tells a coherent story.
You will lead on the most complex cases, coach less experienced Paraplanners, and work with the Head of Proposition, Advisors and engine/AMS teams to improve templates, workflows and
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Remote Senior Paraplanner: Complex Case Leader & Mentor employer: Moneybox
At Moneybox, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that prioritises employee well-being and growth. Our Customer Operations Specialists play a crucial role in helping first-time homebuyers navigate their financial journeys, and we offer comprehensive training, career development opportunities, and a vibrant team environment in a location that encourages work-life balance. Join us to make a meaningful impact while enjoying the unique advantages of working in a dynamic fintech company.
