Attivo are Lifestyle Financial Planners. The Paraplanner will provide comprehensive administrative and technical assistance, preparing client meeting documentation, suitability reports, and application forms with accuracy and compliance.
You will research suitable financial solutions, draft suitability letters, and ensure all regulatory procedures are followed. This is a fixed-term 12‑month contract with offices nationwide including Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool,
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Remote Paraplanner | Financial Planning & Compliance in Cardiff employer: Attivo Group
Attivo is an excellent employer that fosters a dynamic work culture, encouraging innovation and collaboration among its team members. With a focus on employee growth, we offer comprehensive training and development opportunities, ensuring that our staff can thrive in their careers while enjoying the flexibility of a hybrid working model in vibrant locations like Cheltenham, London, or Reading. Join us to be part of a forward-thinking company that values your contributions and supports your professional journey.
