At a Glance
- Tasks: Provide administrative and technical support to financial planners, ensuring compliance and accuracy.
- Company: Join Attivo, a lifestyle financial planning firm with a commitment to client trust and transparency.
- Benefits: Enjoy a competitive salary, private medical insurance, and flexible working options.
- Other info: Hybrid working available with excellent career growth opportunities.
- Why this job: Make a real impact in clients' financial lives while developing your professional skills.
- Qualifications: Advanced Diploma in Regulated Financial Planning and at least 2 years of paraplanning experience.
The predicted salary is between 48000 - 64000 £ per year.
This role is suitable for candidates based near any of our office locations, which include Cheltenham, Fareham, Reading, and Liverpool.
About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company so we can act in the best interests of our clients and our people. Our work is all about our clients – we pride ourselves on being transparent, honest, and built on trust. Our experienced financial specialists and support teams commit to delivering more for all clients. Our independent status and unique approach to understanding clients’ preferences separates us, enabling bespoke financial plans. Whether you’re a private client or a business accessing corporate services, you can rely on a clear, consistent service from your Financial Planner and our teams.
About The Role
As a Chartered Paraplanner you will provide comprehensive administrative and technical assistance. Your responsibilities include preparing client meeting documentation, suitability reports, application forms, and ensuring accuracy and compliance with regulatory standards. You will research financial solutions from our Centralised Investment Proposition and other alternatives, draft suitability letters, complete and submit applications, and keep your product, technical and regulatory knowledge up to date. Attention to detail and a strong commitment to compliance are essential. The role is open nationally; we offer hybrid working with a monthly office presence.
About You
You are a detail‑oriented, analytical Senior Paraplanner with at least two years of experience. You understand pensions, investments and estate planning, and can research and analyse clients’ financial positions to make informed recommendations. You are funded by (or close to) Chartered Financial Planner status with the CII, have excellent written and verbal communication, are well‑versed in compliance, and maintain meticulous CRM records. You take ownership of cases from start to finish, ensuring applications are processed promptly. This role is also open to candidates near Cheltenham, London, Cardiff, Darlington, Fareham, Harrogate, Liverpool, Newbury and Grangemouth.
Key Responsibilities Include
- Analyse the client’s current financial position and, given their priorities and the Financial Planner’s advice, make recommendations.
- Complete and submit a suitability report in a timely manner.
- Use paraplanner tools such as Cashflow and Fund analytics to complete the report and evidence that client objectives have been met.
- Ensure data gathered by Administrators is complete, accurate and up to date.
- Gather data and research new plans as appropriate.
- Maintain record‑keeping on our CRM system, ensuring timely, accurate and unambiguous records.
- Submit completed applications to providers, ensuring all relevant documentation is attached and compliant.
- Take ownership of the case, monitoring progress and ensuring it meets provider standards and client expectations.
- Support communications with the client, informing the Financial Planner of progress and resolving issues.
- Collect, scan and attach all documentation and correspondence to the client file.
- Ensure all regulatory obligations are discharged fully.
- Support the business in responding to complaints, internally or via the Financial Ombudsman Services.
- Ensure advice files are submitted for full file checks.
- Complete remedial actions in a timely manner.
- Maintain continuous professional development in pensions, investments and estate planning.
- Study and pursue professional qualifications towards chartered status.
- Undertake ad‑hoc project work as directed by business requirements.
Essential Skills and Experience
- Advanced Diploma in Regulated Financial Planning and Chartered status by the CII.
- At least 2 years’ experience as a Paraplanner.
- Comprehensive knowledge of pensions and investments.
- Good understanding of compliance processes and issues.
- Excellent interpersonal, listening, numerical and IT skills.
- Strong analytical and research abilities.
- Excellent report writing and communication skills.
- Good organisational, time‑management and caseload management skills.
- Experience in the financial services industry, preferably as an Independent Financial Adviser.
- Ability to work independently for extended periods.
- Professional, ethical and discreet.
- Capacity to build and maintain client relationships.
- Ability to work well under pressure while maintaining excellent attention to detail.
Desirable Skills and Experience
- Minimum 5 GCSEs graded A‑B (6), including Maths and English.
- Degree level education.
- Experience with Intelliflo.
Salary and Benefits
Up to £56,000 – negotiable depending on experience and qualification.
Attivo Also Offers
- Non‑contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Cashplan
- Generous holiday allowance, increasing with length of service
- Work from home and flexible working
- Subsidised parking
- London Living Allowance – if you live within the M25
- Excellent culture promoting employee wellbeing and engagement
We offer a comprehensive benefits package, with some benefits available from day one and others after successful completion of probation.
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 accessible and fair.
Any offer of employment will be subject to satisfactory completion of pre‑employment vetting as outlined by the Financial Conduct Authority (FCA), including checks on adverse financial history, criminal records, UK directorship and disqualifications.
Attivo does not use recruitment agencies and asks that agencies do not contact us regarding posts advertised on this site.
Please visit our website for the full privacy policy for prospective employees.
Chartered Paraplanner in Cheltenham employer: Attivo
Attivo is an exceptional employer, offering a supportive and flexible work environment that prioritises employee wellbeing and professional growth. With a commitment to transparency and client trust, employees benefit from a non-contributory pension scheme, private medical insurance, and generous holiday allowances, all while enjoying the flexibility of hybrid working across multiple office locations. Join us to be part of a culture that values continuous development and fosters meaningful client relationships in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Paraplanner in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at Attivo. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by researching Attivo’s values and recent projects. Show us you’re genuinely interested in our approach to financial planning and how you can contribute to our mission of building client trust.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to share your passion for financial planning and how you’ve helped clients in the past.
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in our minds. Plus, it’s a great chance to reiterate your enthusiasm for the Chartered Paraplanner role!
We think you need these skills to ace Chartered Paraplanner in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Chartered Paraplanner role. Highlight your knowledge of pensions, investments, and compliance processes to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you want to join Attivo and how your background aligns with our values of transparency and client support. Keep it engaging and personal!
Showcase Your Attention to Detail:As a Chartered Paraplanner, accuracy is key. In your application, demonstrate your strong organisational skills and attention to detail. Maybe mention a time when you caught an error or improved a process!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Attivo
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and compliance processes. Attivo values a strong understanding of these areas, so be ready to discuss how your experience aligns with their needs.
✨Showcase Your Skills
Prepare examples that highlight your analytical and research abilities. Think about specific situations where you've successfully completed suitability reports or managed client cases, as this will demonstrate your capability as a Chartered Paraplanner.
✨Be Client-Focused
Attivo prides itself on building trust with clients. During the interview, emphasise your interpersonal skills and ability to maintain ongoing client relationships. Share stories that illustrate how you've effectively communicated with clients and resolved issues.
✨Stay Current
Demonstrate your commitment to continuous professional development. Mention any recent training or qualifications you've pursued, especially those related to financial regulations. This shows you're proactive and dedicated to staying updated in the industry.
