At a Glance
- Tasks: Support Financial Planners by preparing documents and reports tailored to client needs.
- Company: Attivo Group, a nationwide finance planning firm with a focus on professional growth.
- Benefits: Gain valuable experience in finance with a competitive salary and remote work options.
- Other info: 12-month contract with opportunities for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a keen interest in finance are essential.
The predicted salary is between 29700 - 36300 £ per year.
Attivo Group is seeking a Paraplanner to provide comprehensive administrative and technical support to Financial Planners.
You will prepare meeting docs, suitability reports, and applications, aligning solutions with client needs while maintaining high compliance standards.
The role is a fixed-term 12-month contract, with offices across the UK.
Candidates nationally are welcome as Attivo operates a nationwide presence and fosters professional development in pensions, investments and estate
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Remote Paraplanner — Bespoke Finance Planning (12m) 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.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Paraplanner — Bespoke Finance Planning (12m)
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Attivo Group.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Attivo Group might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Remote Paraplanner — Bespoke Finance Planning (12m)
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Attivo Group will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Attivo Group. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Attivo Group confidence in your short-term commitment to the role.
How to prepare for a job interview at Attivo Group
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Attivo Group.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Attivo Group that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
