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 processes
• Help define and improve end-to-end advice journeys within the platform
• Support the design of suitability report templates, recommendation structures and client outputs
• Translate adviser and paraplanner requirements into product features, workflows and user stories
• Work closely with product managers, designers, engineers and compliance specialists
• Review functionality for technical accuracy, usability and alignment with industry best practice
• Help develop workflows covering pensions, investments, protection, retirement planning and suitability requirements
• Identify opportunities for automation and process improvement
• Support testing, product demonstrations and user feedback sessions
• Assist 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:

• Paraplanner
• Senior Paraplanner
• Technical Support Specialist
• Financial Planning Specialist
• Similar role within a regulated financial advice environment

Essential Requirements

• Diploma in Regulated Financial Planning
• Experience within a UK regulated financial advice environment
• Strong understanding of suitability reporting and recommendation processes
• Knowledge of Consumer Duty and FCA regulatory requirements
• Experience across pensions, investments, protection and retirement planning
• Strong written communication and attention to detail
• Ability to explain complex financial planning concepts to non-specialists
• Comfortable working in a fast-moving and evolving environment
• Interest in technology, automation and improving how advice is delivered

Desirable

• Experience using financial planning software, CRMs or cashflow modelling tools
• Exposure to technology projects, process redesign or workflow automation
• Interest 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 stage
• A highly visible role with genuine influence on product development
• Exposure to product, engineering, design, compliance and startup operations
• Flexible and hybrid working arrangements
• Support for professional development and relevant qualifications
• A collaborative, innovative and fast-moving environment
• Competitive salary of £60,000 to £70,000 depending on experience

Interested? Apply now with your up to date CV.

INDHS

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