At a Glance
- Tasks: Support clients by preparing meeting documents and ensuring compliance in financial planning.
- Company: Attivo, a forward-thinking company focused on wealth and lifestyle planning.
- Benefits: Strong pension, private medical, and generous benefits for your well-being.
- Other info: Remote work available; great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Attention to detail and strong organisational skills are essential.
The predicted salary is between 29700 - 36300 £ per year.
Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support.
You will prepare client meeting docs, suitability reports and forms, ensuring compliance and accuracy across processes.
Role is a 12-month fixed-term contract with offices in Cheltenham and other locations; candidates nationwide are welcome.
A strong pension, private medical and generous benefits accompany the role.
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Remote Paraplanner — Wealth & Lifestyle Planning in Cheltenham employer: Attivo
Attivo is an exceptional employer located in Cheltenham, offering a dynamic work culture that fosters collaboration and innovation. With a strong focus on employee growth, the company provides extensive benefits such as a non-contributory pension scheme and private medical insurance, alongside flexible working options to ensure a healthy work-life balance. Joining Attivo means being part of a forward-thinking team dedicated to excellence in financial control and governance.
