Attivo is seeking a Paraplanner for a 12-month fixed-term contract. You will provide administrative and technical support, drafting suitability letters, preparing client documents, and ensuring compliance throughout the process.
You will research and analyse financial solutions, support the Financial Planners, and maintain excellent records in our CRM. A Diploma in Regulated Financial Planning and 2+ years’ experience are required, with strong pensions/investments knowledge.
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Remote Paraplanner for Pensions & Investments 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.
