At a Glance
- Tasks: Provide administrative and technical support in financial planning, drafting documents and ensuring compliance.
- Company: Attivo, a forward-thinking company in the financial planning sector.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with exposure to various market options.
- Why this job: Gain valuable experience in financial planning while working with a diverse range of clients.
- Qualifications: Detail-oriented with strong organisational skills and a passion for finance.
The predicted salary is between 41850 - 51150 £ per year.
Attivo is seeking a detail-focused Paraplanner to provide comprehensive administrative and technical support.
You will draft suitability letters, prepare client meeting documents, and ensure compliance across the process.
The role supports pension, investment, and estate planning activities for a range of clients.
Based in the UK, you will work across offices and remotely, gaining exposure to a centralized investment proposition and other market options.
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Paraplanner - Flexible, Remote in Financial Planning 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 integrity, the company fosters a supportive work culture that encourages continuous learning and development, particularly in the role of Application Analyst. Located in Cheltenham, the hybrid working model, generous benefits, and emphasis on employee engagement make Attivo a rewarding place to build a meaningful career.
