Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support, preparing client meeting documentation, suitability reports and applications with meticulous accuracy and regulatory compliance.
You will research financial solutions, draft suitability letters, submit applications, and maintain CRM records while expanding knowledge of pensions, investments and estate planning.
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Paraplanner | Remote & Flexible Working, Growth Path in Cardiff employer: Attivo
Attivo is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong focus on client service and transparency, the company fosters a supportive work culture where team members are encouraged to develop their skills and contribute to continuous improvement. Located in Cheltenham, Attivo offers flexible working arrangements, a generous benefits package, and a commitment to employee engagement, making it an ideal place for those seeking a meaningful career in financial planning.
