Paraplanner β€” Flexible, Remote Working Role

Paraplanner β€” Flexible, Remote Working Role

Full-Time Hybrid
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At a Glance

  • Tasks: Provide administrative and technical support while preparing client documents and reports.
  • Company: Attivo Group, a leading firm in the UK with a focus on financial services.
  • Benefits: Flexible working hours, remote options, and a supportive team environment.
  • Other info: Opportunity for professional growth in a fast-paced industry.
  • Why this job: Join a dynamic team and enhance your skills in a rewarding role.
  • Qualifications: Two years of paraplanning experience and strong knowledge of pensions and investments.

Attivo Group in the United Kingdom is seeking a Paraplanner for a 12-month fixed-term contract. You will provide administrative and technical support, prepare client documents, suitability reports and applications with strict accuracy and regulatory compliance.

Ideal candidates have at least two years in paraplanning, strong pensions/investments knowledge, excellent reporting and research skills, and familiarity with CRM systems. Flexible working, including remote options, is available.

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Paraplanner β€” Flexible, Remote Working Role 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.

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Contact Details:

Attivo Group Recruitment Team

We think you need these skills to ace Paraplanner β€” Flexible, Remote Working Role

Administrative Support
Technical Support
Client Document Preparation
Suitability Reports
Regulatory Compliance
Pensions Knowledge
Investments Knowledge