At a Glance
- Tasks: Provide administrative and technical support in financial planning, ensuring compliance and accuracy.
- Company: Join Attivo, a lifestyle-focused financial planning firm with a commitment to client trust.
- Benefits: Enjoy a competitive salary, flexible working, and a generous holiday allowance.
- Other info: Opportunity for professional development and chartered status in a supportive environment.
- Why this job: Make a real impact by helping clients achieve their financial goals with tailored solutions.
- Qualifications: Two years of paraplanning experience and a Diploma in Regulated Financial Planning required.
About Attivo
Attivo are Lifestyle Financial Planners.
We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About The Role
As a Paraplanner, you will be providing comprehensive administrative and technical assistance. Your responsibilities will include preparing client meeting documentation, suitability reports, and application forms, ensuring that all advice is delivered and processed with the utmost accuracy and compliance. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives.
You will also be responsible for drafting suitability letters, completing and submitting applications, and ensuring all compliance procedures are strictly followed. To excel in this role, you will continuously develop your product, technical, and regulatory knowledge, staying current with the latest financial regulations. Your attention to detail and commitment to compliance will be vital in ensuring the highest standards of service for our clients.
This role is a fixed-term contract for 12 months, and suitable for candidates nationally as we have offices located in Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Grangemouth.
About You
You are a detail-oriented and analytical Paraplanner with a solid foundation in financial planning, backed by at least two years of experience in the field. Having a comprehensive understanding of pensions, investments, and estate planning you are able to research and analyse effectively clients financial positions, making informed recommendations that align with their priorities and the advice provided by Financial Planners.
Your excellent communication skills, both written and verbal, enable you to produce clear and comprehensive reports while also supporting effective client interactions. You are well-versed in compliance processes, ensuring that all regulatory obligations are met and that records are meticulously maintained in the CRM system. You take ownership of cases from start to finish, ensuring all applications are processed promptly and in line with client and provider expectations.
Key Responsibilities Include
- Analyse the client’s current financial position and given their priorities, in line with the Financial Planners advice and supporting documentation, make recommendations as appropriate.
- Complete in full a suitability report for the Financial Planner in a timely manner. Utilise Paraplanner support tools, such as Cashflow and Fund analytics, as appropriate to complete the suitability report and evidence client objectives have been met in full.
- Ensure all data gathered by the Administrators concerning the Client(s) Financial Portfolio is complete, accurate and up to date.
- Data gather and research new plans as appropriate.
- Ensure record keeping is maintained on our CRM System and that the information is unambiguous, accurate and recorded in a timely fashion.
- Submit the completed business applications to providers in a timely manner, ensuring appropriate documentation contains all new business requirements, information is accurate, compliant and all relevant supporting information attached.
- Take ownership of the case and monitor progress and submission to ensure processed in line with the providers service standards and the client’s requirements.
- Initiate/support communications with the client, by keeping the Financial Planner informed of progress and resolving any issues as they arise. Ensure all documentation and post is collected, scanned and attached to relevant client file.
- Ensure all Regulatory obligations are discharged fully during all engagements with the client.
- Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services.
- Ensure advice files are submitted for full file checks.
- Complete any remedial actions in a timely manner.
- Maintain continuous professional development records and a comprehensive knowledge of pensions, investments and estate planning.
- Study and take professional qualifications appropriate to the role, aiming towards chartered status.
- Undertake and complete any ad-hoc project work as and when business requirements dictate and in line with the management brief.
Essential Skills And Experience
- Diploma in Regulated Financial Planning with the CII
- At least 2 years’ experience working as a Paraplanner
- A comprehensive knowledge of pensions and investments
- Good understanding of compliance processes and issues
- Excellent interpersonal, listening, numerical and IT skills
- Strong analytical and research skills
- Excellent report writing and written/verbal communication skills
- Good organisational, time management, and caseload management skills
- Experience in the financial services industry, working for an Independent Financial Adviser
- Ability to work on own initiative, sometimes for long time periods
- Professional, ethical and discreet
- Ability to build and maintain ongoing client relationships
- Ability to work well under pressure while maintaining excellent attention to detail
Desirable Skills And Experience
- Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English
- Educated to Degree level
- Experience of Intelliflo
- Advanced Diploma in Regulated Financial Planning, and achieved Chartered status by the CII
Salary And Benefits
£35,000 - £50,000 depending on qualification and experience.
Attivo Also Offers
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- London Living Allowance if you live within the M25
- Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
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Paraplanner - Fixed Term Contract in Liverpool 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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Fixed Term Contract in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Attivo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner - Fixed Term Contract in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Attivo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Attivo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Attivo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Attivo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Attivo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Attivo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
