Attivo is seeking a Paraplanner to provide administrative and technical support to our Financial Planners. You will prepare client meeting documents, suitability reports, applications, and ensure compliance while researching suitable solutions.
With at least two years in a paraplanning role, you will draft letters, manage data in CRM, and contribute to continuous professional development. This is a 12-month fixed-term contract, with hybrid and remote working options.
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Remote Paraplanner - Flexible Hours & CPD Growth 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.
