Paraplanner

Paraplanner -  Financial Planning Product Specialist

Fintech Startup -Product & Technology Build

Basic Salary £60,000 to £70,000 DOE

London Based, Hybrid Working

Ready to use your financial planning expertise to help build the future of advice technology?

Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment?

We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale.

This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way.

Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved.

If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career.

The Role

As our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development.

You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions.

Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements.

This is a genuinely influential role where your expertise will help shape the future direction of both our product and business.

Responsibilities include:

Provide subject matter expertise on financial planning, paraplanning and regulated advice processesHelp define and improve end-to-end advice journeys within the platformSupport the design of suitability report templates, recommendation structures and client outputsTranslate adviser and paraplanner requirements into product features, workflows and user storiesWork closely with product managers, designers, engineers and compliance specialistsReview functionality for technical accuracy, usability and alignment with industry best practiceHelp develop workflows covering pensions, investments, protection, retirement planning and suitability requirementsIdentify opportunities for automation and process improvementSupport testing, product demonstrations and user feedback sessionsAssist in the creation of documentation, guidance materials and training content

The ideal candidate

We're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology.

You will likely have experience as a:

ParaplannerSenior ParaplannerTechnical Support SpecialistFinancial Planning SpecialistSimilar role within a regulated financial advice environment

Essential Requirements

Diploma in Regulated Financial PlanningExperience within a UK regulated financial advice environmentStrong understanding of suitability reporting and recommendation processesKnowledge of Consumer Duty and FCA regulatory requirementsExperience across pensions, investments, protection and retirement planningStrong written communication and attention to detailAbility to explain complex financial planning concepts to non-specialistsComfortable working in a fast-moving and evolving environmentInterest in technology, automation and improving how advice is delivered

Desirable

Experience using financial planning software, CRMs or cashflow modelling toolsExposure to technology projects, process redesign or workflow automationInterest in product development, user testing or business analysis

This is not a client-facing advisory role and you will not be providing regulated advice to end clients.

It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market.

We offer the following:

Opportunity to shape a financial planning technology product from an early stageA highly visible role with genuine influence on product developmentExposure to product, engineering, design, compliance and startup operationsFlexible and hybrid working arrangementsSupport for professional development and relevant qualificationsA collaborative, innovative and fast-moving environmentCompetitive salary of £60,000 to £70,000 depending on experience

Interested? Apply now with your up to date CV.

 

 

 

INDHS 

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