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© All Rights Reserved. ApplyBlast.com
Moneybox
This role involves leading complex pension and drawdown cases, ensuring the accuracy and clarity of engine-generated suitability reports for customers. The position requires coaching less experienced paraplanners, maintaining report templates, and collaborating with advisors and product teams to improve digital workflows. It serves as a technical resource for financial advisers while contributing to risk monitoring and compliance activities.
Headquarters
London, England, United Kingdom
Company Size
201-500 employees
Founded
2015
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 Moneybox.
Moneybox didn’t post a salary, so this is our estimate from similar listings.
27% below the average for this role