Attivo is seeking a Paraplanner for a 12‑month fixed-term contract to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports, and applications, ensuring accuracy and compliance across engagements.
With a focus on pensions, investments and estate planning, you will research market options and draft suitability letters while developing regulatory knowledge and maintaining meticulous records in the CRM system.
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Remote Paraplanner — Pensions, Investments & Compliance 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.
