Attivo is seeking a Paraplanner to join our team for a 12-month fixed-term contract. You will prepare client meeting materials, suitability reports and applications, ensuring accuracy and compliance with regulatory standards.
You will research suitable investment solutions aligned with client goals. With at least two years in financial planning and a Diploma in Regulated Financial Planning, you will draft letters, maintain CRM records, and support Financial Planners.
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Paraplanner – Remote & Flexible, Pensions Focus in Fareham 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.
