Attivo, lifestyle financial planners, seeks a Paraplanner to provide comprehensive admin and technical support. You will prepare client meeting documentation, suitability reports, and applications, ensuring high accuracy and regulatory compliance.
Role is fixed-term for 12 months with offices in multiple UK locations, including Cardiff and Cheltenham. You’ll develop product and regulatory knowledge while supporting Financial Planners and client outcomes.
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Remote Paraplanner: 12-Month Contract, Flexible Hours 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.
