Paraplanner
- Hiring Organisation
- Equals One Ltd
- Location
- City of London, London, United Kingdom
- Employment Type
- Permanent, Work From Home
- Salary
- £70,000
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 ...