Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports, and applications, aligning solutions with client needs and regulatory requirements.
The role is a fixed-term 12-month contract with offices in Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Grangemouth. You will develop knowledge of pensions, investments, and estate planning, draft suitability letters, manage
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Paraplanner (Remote, 12-Month Contract) in Reading 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.
