At a Glance
- Tasks: Support clients with pensions, investments, and estate planning through detailed documentation.
- Company: Attivo, a forward-thinking financial services firm with a focus on compliance.
- Benefits: Flexible hybrid working, competitive salary, and valuable experience in finance.
- Other info: 12-month fixed-term role with opportunities for growth across multiple locations.
- Why this job: Gain hands-on experience in finance while making a difference for clients.
- Qualifications: Attention to detail and a passion for financial services.
The predicted salary is between 39680 - 48498 £ per year.
Attivo is seeking a detail-oriented Paraplanner to provide comprehensive administrative and technical support across pensions, investments and estate planning.
You will prepare client meeting documentation, suitability reports, and applications with strict compliance.
Role is fixed-term for 12 months, with offices across Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Grangemouth.
Hybrid working may be available depending on location.
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Remote Paraplanner: Pensions, Investments & Compliance 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.
