Attivo is recruiting a Paraplanner to provide comprehensive administrative and technical support within our financial planning team. You will prepare client meeting documentation, suitability reports, and applications with a high degree of accuracy and regulatory compliance.
You will research appropriate solutions, draft suitability letters, and ensure all procedures are followed. The role offers flexible working and opportunities for professional growth.
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Remote Paraplanner for Bespoke Financial Planning in Liverpool 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.
