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© All Rights Reserved. ApplyBlast.com
Redmill Advance
The Paraplanner will analyze prospective client portfolios and provide regulated advice on pension transfers, bond surrenders, investment taxation, and suitability. The role involves formulating asset allocation recommendations, writing suitability reports, and supporting the New Business team with training and project work.
Redmill Advance provides an integrated learning platform built specifically for UK financial advice firms, combining a world-class LMS with a comprehensive content library covering technical CPD, FCA compliance, behavioural skills, and CII, CISI, and LIBF exam preparation. The platform features innovative tools including an AI tutor, scenario-based competency assessments, and a training needs analysis tool, enabling L&D and compliance teams to assess, develop, and evidence competence by role. Redmill Advance also delivers live training programmes online and in person, serving more than 100 UK financial advice firms as part of the Kinrock group.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Redmill Advance.
Redmill Advance didn’t post a salary, so this is our estimate from similar listings.
55% below the average for this role