Technical Paraplanner - Proposition Team in Cardiff

About Attivo

Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients’ lifestyle needs. Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people – because when our people thrive, so do our clients. We’re proud to have been named one of the Professional Adviser’s Best Financial Advisers to Work For 2025.

About The Role

As a Technical Paraplanner, you will play a pivotal role in protecting and enhancing the quality, consistency, and compliance of Attivo’s financial planning advice. Acting as a technical authority within the paraplanning function, you will support advisers and paraplanners with complex client cases, strengthen file quality, and drive continuous improvement across suitability reporting, templates, and automation. This role will also lead the ongoing development of suitability report templates and other project templates, ensuring they remain technically robust, efficient, and aligned to regulatory requirements and client needs. You will work closely with Compliance and the wider Proposition team, escalating risks appropriately and contributing to a consistently high-quality advice process that supports both advisers and clients. You will review and sign off remedial actions arising from Technical Competence Checks, analyse file quality trends, and implement improvements that raise standards and reduce risk across the business.

About You

You are an experienced and technically strong paraplanning professional with a Diploma in Regulated Financial Planning and a deep understanding of pensions, investments, and regulatory requirements. You bring a meticulous approach to report writing, with the ability to handle complex cases while maintaining clarity, accuracy, and a strong client focus. You are confident analysing trends, identifying root causes of file quality issues, and translating insight into practical improvements, whether through wording changes, template enhancements, or targeted support for paraplanners. You are comfortable working independently, managing a varied workload, and maintaining high standards under pressure. You demonstrate professionalism, integrity, and discretion at all times, and you are committed to continuous technical development. Experience working within an IFA environment is essential, and experience as a paraplanner, Chartered status, degree-level education, or familiarity with Intelliflo would be advantageous.

Key Responsibilities Include

• Review, approve, and sign off remedial actions arising from Technical Competence Checks, ensuring all actions meet regulatory and internal quality standards.
• Monitor, analyse, and report on file quality trends, implementing corrective actions to drive measurable improvements in advice quality.
• Draft and complete the most technically complex suitability reports, ensuring they are accurate, compliant, and clearly articulated for clients.
• Own, maintain, and continuously improve suitability report templates, focusing on technical accuracy, consistency, automation, and client experience.
• Reduce “suitable with comments” outcomes through insight-led trend analysis, improved wording, and targeted guidance and training for paraplanners.
• Ensure compliance procedures are adhered to at all times, escalating risks, breaches, or concerns promptly and accurately to the Compliance Officer.
• Maintain up-to-date product, technical, and regulatory knowledge and apply this learning directly to advice processes and documentation.

Essential Skills And Experience

• Diploma in Regulated Financial Planning.
• Strong technical knowledge of pensions and investments.
• A sound understanding of compliance processes and regulatory requirements.
• Excellent suitability report writing and written and verbal communication skills.
• Strong analytical and research capability with high attention to detail.
• Effective organisational, time management, and caseload management skills.
• Experience working within financial services, ideally in an Independent Financial Adviser environment.
• Ability to work independently and manage complex workloads over sustained periods.
• Professional, ethical, and discreet approach to work.
• Ability to perform effectively under pressure without compromising quality or accuracy.

Desirable Skills And Experience

• Previous experience working as a Paraplanner.
• CII Chartered status.
• Degree-level education.
• Experience using Intelliflo.

Salary And Benefits

Up to £60,000, depending on experience and qualifications.

Attivo Also Offers

• Non-contributory Pension Scheme
• Private Medical Insurance
• Income Protection
• Critical Illness Cover
• Death in Service
• CashPlan
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Parking allowance for employees who live over 1.5 miles away from the office
• Excellent culture, promoting employee wellbeing and engagement

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.