Attivo is recruiting a Paraplanner on a fixed-term 12-month contract. You will prepare client meeting documents, suitability reports, and applications, while researching solutions and ensuring regulatory compliance.
Offices are located nationwide including Liverpool, with flexible working arrangements. The role requires at least two years of paraplanning experience, a Diploma in Regulated Financial Planning, and strong analytical skills.
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Paraplanner — Remote Financial Planning Support 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.
