Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports, and applications while ensuring accuracy and compliance.
You will research suitable financial solutions, draft suitability letters, and maintain meticulous CRM records. The fixed-term contract lasts 12 months, with offices across Cheltenham, Cardiff, Fareham, and other locations.
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Paraplanner | Remote-Ready with Flexible Hours & CPD Growth 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.
