- Lead on complex financial planning cases, including pension consolidation and drawdown, ensuring suitability reports are accurate and customer-friendly.
- Develop and maintain suitability report templates and standards, working with the Head of Proposition and product teams on workflows and governance.
- Coach and develop less experienced paraplanners, set quality standards, and act as the technical bridge between advisors, engine teams, and clients.
Senior Paraplanner (Fully Remote) in workfromhome at Unknown Company
This position is listed as full time and onsite.