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.
