Moneybox is seeking a Senior Paraplanner to lead complex paraplanning tasks, ensuring the suitability and coherence of advice delivered to customers. You will work closely with Advisors, the Head of Proposition, and engine/AMS teams to maintain high-quality documentation and governance.
You will coach junior paraplanners, develop templates, and help evolve the digital-first paraplanning approach across a regulated environment in the UK.
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Senior Paraplanner: Lead on Complex Pension Advice 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.
