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.

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.

Equals One Ltd

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