Attivo Group is seeking a detail-oriented Paraplanner to provide comprehensive administrative and technical support for financial planning. You will draft suitability letters, prepare reports, and research best solutions for clients.
The role is a 12-month fixed-term contract with offices in Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Grangemouth. You will build client relationships, maintain compliance, and develop knowledge across pensions, investments and estate
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Remote Paraplanner: Financial Planning & Compliance in Reading 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.
