Paraplanner - Financial Planning Product SpecialistFintech Startup -Product & Technology BuildBasic Salary £60,000 to £70,000 DOELondon Based, Hybrid WorkingReady 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 RoleAs 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 candidateWe'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 Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
