Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support for our financial planning team. You will prepare client meeting documents, suitability reports, and applications, ensuring accuracy and regulatory compliance.
You will research suitable solutions, draft suitability letters, and stay current with financial regulations. The role is a 12-month fixed-term contract with offices across the UK and flexible working options.
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Paraplanner - Flexible, Remote Financial Planning Support in Cheltenham 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.
