Remote Advice

1 open remote positions

Remote Advice is a digital financial advice service for UK customers, providing pension and investment guidance through an engine-driven model. The company is a fast-growing, award-winning, and ambitious firm with a friendly, collaborative team culture.

PTO Distribution 1 of 1 jobs

5w
Min
5w
25th
5w
Median
5w
75th
5w
Max

Benefits Overview 1 of 1 jobs

Bonus (1) Cycle Scheme (1) Health Cash Plan (1) Home Office Allowance (1) Learning Budget (1) Parental Leave (1) Pension (1) Private Medical (1) Wellhub (1)

Open Positions

Senior Paraplanner

UK 5w PTO

  • 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.

View details Similar jobs