Attivo is seeking a diligent Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports and applications, ensuring compliance and accuracy across all processes.
Based across our UK offices with flexible working options, the role emphasizes research into suitable financial solutions, drafting letters, and maintaining high standards of regulatory compliance.
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Paraplanner 12-Month Contract – Remote Working in Stirling 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.
