Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports, and applications while ensuring compliance and accuracy. The role involves detailed research, crafting suitability letters, and staying updated with financial regulations.
The contract is fixed-term for 12 months across national offices. Ideal candidates have at least two years of paraplanning experience, in-depth knowledge of pensions
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Paraplanner - Remote/Hybrid with Flexible Hours in City of London 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.
