At a Glance
- Tasks: Provide administrative and technical support in financial planning, ensuring compliance and accuracy.
- Company: Join Attivo, a lifestyle-focused financial planning firm with a commitment to transparency.
- Benefits: Enjoy a competitive salary, flexible working, and a range of health benefits.
- Other info: Opportunity for professional development and chartered status in a dynamic team.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: At least two years of paraplanning experience and a Diploma in Regulated Financial Planning.
The predicted salary is between 35000 - 50000 £ per year.
About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company, which allows us 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 fulfilling our clients' lifestyle needs.
About the Role: As a Paraplanner, you will be providing comprehensive administrative and technical assistance. Your responsibilities will include preparing client meeting documentation, suitability reports, and application forms, ensuring that all advice is delivered and processed with the utmost accuracy and compliance. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives. You will also be responsible for drafting suitability letters, completing and submitting applications, and ensuring all compliance procedures are strictly followed. To excel in this role, you will continuously develop your product, technical, and regulatory knowledge, staying current with the latest financial regulations. Your attention to detail and commitment to compliance will be vital in ensuring the highest standards of service for our clients. This role is a fixed-term contract for 12 months, suitable for candidates nationally as we have offices located in Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Grangemouth.
About You: You are a detail-oriented and analytical Paraplanner with a solid foundation in financial planning, backed by at least two years of experience in the field. Having a comprehensive understanding of pensions, investments, and estate planning, you are able to research and analyse effectively clients' financial positions, making informed recommendations that align with their priorities and the advice provided by Financial Planners. Your excellent communication skills, both written and verbal, enable you to produce clear and comprehensive reports while also supporting effective client interactions. You are well-versed in compliance processes, ensuring that all regulatory obligations are met and that records are meticulously maintained in the CRM system. You take ownership of cases from start to finish, ensuring all applications are processed promptly and in line with client and provider expectations.
Key Responsibilities Include:
- Analyse the client’s current financial position and make recommendations as appropriate.
- Complete a suitability report for the Financial Planner in a timely manner.
- Utilise Paraplanner support tools, such as Cashflow and Fund analytics, to complete the suitability report.
- Ensure all data gathered by the Administrators concerning the Client(s) Financial Portfolio is complete, accurate and up to date.
- Data gather and research new plans as appropriate.
- Ensure record keeping is maintained on our CRM System.
- Submit completed business applications to providers in a timely manner.
- Take ownership of the case and monitor progress and submission.
- Initiate/support communications with the client, keeping the Financial Planner informed of progress.
- Ensure all documentation and post is collected, scanned and attached to relevant client file.
- Ensure all Regulatory obligations are discharged fully during all engagements with the client.
- Support the business in responding to any complaints.
- Ensure advice files are submitted for full file checks.
- Complete any remedial actions in a timely manner.
- Maintain continuous professional development records and a comprehensive knowledge of pensions, investments and estate planning.
- Study and take professional qualifications appropriate to the role, aiming towards chartered status.
- Undertake and complete any ad-hoc project work as required.
Essential Skills and Experience:
- Diploma in Regulated Financial Planning with the CII.
- At least 2 years’ experience working as a Paraplanner.
- A comprehensive knowledge of pensions and investments.
- Good understanding of compliance processes and issues.
- Excellent interpersonal, listening, numerical and IT skills.
- Strong analytical and research skills.
- Excellent report writing and written/verbal communication skills.
- Good organisational, time management, and caseload management skills.
- Experience in the financial services industry, working for an Independent Financial Adviser.
- Ability to work on own initiative.
- Professional, ethical and discreet.
- Ability to build and maintain ongoing client relationships.
- Ability to work well under pressure while maintaining excellent attention to detail.
Desirable Skills and Experience:
- Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English.
- Educated to Degree level.
- Experience of Intelliflo.
- Advanced Diploma in Regulated Financial Planning, and achieved Chartered status by the CII.
Salary and benefits: £35,000 - £50,000 depending on qualification and experience. Attivo also offers:
- Non-contributory Pension Scheme (8%).
- Private Medical Insurance.
- Cashplan.
- Income Protection.
- Critical Illness.
- Death in Service.
- Parking allowance.
- Generous holiday allowance, rising with length of service.
- Work from home and flexible working available.
- 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).
Paraplanner - Fixed Term Contract in Cheltenham employer: Attivo Group
Attivo is an exceptional employer that prioritises the well-being and growth of its employees while maintaining a strong focus on client satisfaction. With a commitment to transparency and collaboration, the company fosters a supportive work culture where you can thrive in your role as an Acquisitions Analyst, benefiting from flexible working arrangements and a comprehensive benefits package. Located in vibrant cities like Cheltenham, London, and Reading, Attivo offers unique opportunities for professional development and a rewarding career in financial planning.
