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- Tasks: Support a senior Financial Planner with client meetings and personalised financial advice.
- Company: Attivo is a privately owned Lifestyle Financial Planning firm focused on client success and transparency.
- Benefits: Enjoy flexible working, generous holidays, private medical insurance, and a non-contributory pension scheme.
- Why this job: Join a high-performance culture that invests in your growth and offers a clear path to becoming a Financial Planner.
- Qualifications: You need a Diploma in Regulated Financial Planning and experience in paraplanning or technical roles.
- Other info: This role is perfect for ambitious individuals eager to make a difference and develop their careers.
The predicted salary is between 28800 - 43200 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients’ lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people – because when our people thrive, so do our clients. We’re proud to have been named one of the Professional Adviser’s Best Financial Advisers to Work For 2025.
About The Role
We’re looking for a talented Paraplanner to support one of our most experienced and successful Associate Directors in our Fareham office. You’ll be working at the heart of a high-quality financial planning practice, delivering excellent outcomes for high-net-worth clients. This role is ideal for a paraplanner who wants more than just back-office work. You’ll be in client meetings, contributing to recommendations, and learning directly from a senior Financial Planner with a proven track record. If you aspire to become an adviser yourself, we’ll support you every step of the way – with structured development, mentoring, and a clear path towards Chartered status and CAS sign-off.
About You
You’re an experienced and ambitious paraplanner who wants to work in a forward-thinking, high-performance environment. You’ve already achieved your Diploma (or are close) and are committed to your development – whether that means becoming Chartered or ultimately stepping into advice. You take pride in your technical ability, your attention to detail, and your desire to make a real difference to clients’ lives. You’re confident, collaborative, and ready to take the next step in your career – with a firm that will invest in your future.
Key Responsibilities Include
- Provide technical support to an Associate Director, including research, cashflow modelling, and report writing
- Join client meetings and support the delivery of personalised financial advice
- Ensure all advice is fully compliant, technically sound, and tailored to the client’s goals
- Take responsibility for ongoing advice processes and support client communications
- Build your knowledge across pensions, investments, tax, and estate planning
- Work towards becoming a Financial Planner, if that’s your goal – with dedicated mentoring and development
- Collaborate closely with administrators and wider colleagues to ensure a seamless client experience
Essential Skills And Experience
- Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Strong experience in a paraplanning or technical financial planning role
- High level of technical knowledge across pensions, investments, and protection
- Excellent communication skills and a client-focused approach
- Organised, proactive, and keen to continue learning and developing
Desirable Skills And Experience
- Progress towards Chartered status (or intention to start)
- Experience attending or contributing to client meetings
- Experience using cashflow modelling tools such as Voyant or CashCalc
- Familiarity with Intelligent Office or similar systems
- Ambition to transition into a Financial Planner role in future
Salary And Benefits
Negotiable depending on experience and qualifications. Attivo also offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Parking allowance for employees who live over 1.5 miles away from the office
- Excellent culture, promoting employee wellbeing and engagement
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you.
We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries.
Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission.
Please visit our website to view our full privacy policy for prospective employees.
Paraplanner - Fareham employer: Attivo
Contact Detail:
Attivo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Fareham
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, like cashflow modelling tools such as Voyant or CashCalc. Being able to demonstrate your proficiency with these tools during interviews can set you apart from other candidates.
✨Tip Number 2
Network with current or former employees of Attivo, especially those in paraplanning or financial advisory roles. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when you get the chance to meet them.
✨Tip Number 3
Prepare to discuss your technical knowledge in areas like pensions, investments, and tax during interviews. Be ready to share examples of how you've applied this knowledge in previous roles, as this will show your capability to contribute effectively from day one.
✨Tip Number 4
Express your ambition to transition into a Financial Planner role during your conversations with the hiring team. Highlighting your long-term career goals aligns with Attivo's commitment to employee development and can make you a more attractive candidate.
We think you need these skills to ace Paraplanner - Fareham
Some tips for your application 🫡
Understand the Company Culture: Before applying, take some time to understand Attivo's culture and values. Highlight how your personal values align with their commitment to transparency, client focus, and employee development in your application.
Tailor Your CV: Make sure your CV reflects your experience as a paraplanner. Emphasise your technical skills, attention to detail, and any relevant qualifications like your Diploma in Regulated Financial Planning. Use specific examples to demonstrate your capabilities.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your ambition to transition into a Financial Planner role and how you plan to contribute to the team. Be sure to include any experience you have with client meetings or cashflow modelling tools.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Attivo
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate a strong understanding of financial products and regulations. Brush up on your knowledge of pensions, investments, and tax planning to impress during the interview.
✨Showcase Your Client-Focused Approach
Attivo values transparency and client trust. Be prepared to discuss how you've previously contributed to client meetings or supported personalised financial advice, highlighting your communication skills and client-centric mindset.
✨Express Your Career Aspirations
If you're aiming to become a Financial Planner, make sure to communicate this ambition clearly. Discuss how you see this role as a stepping stone towards that goal and how you plan to utilise the mentoring opportunities offered.
✨Prepare Questions for Your Interviewers
Engage with your interviewers by preparing thoughtful questions about the company culture, development opportunities, and their approach to client relationships. This shows your genuine interest in the role and the company.
