Paraplanner 12-Month Contract – Remote Working

Attivo; Stirling; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Non-contributory Pension (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness

Death in Service

Parking allowance

Generous holiday allowance

WFH / Flexible working

London Living Allowance

Job summary

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.

Qualifications

• Diploma in Regulated Financial Planning with the CII.
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Responsibilities

• Analyse the client’s financial position and priorities in line with advisers’ guidance.

Skills

Paraplanner experience

Pensions & investments

Compliance knowledge

Analytical skills

Report writing

Communication skills

Organisational skills

Client relationships

Attention to detail

Education

Diploma in Regulated Financial Planning (CII)

GCSEs including Maths & English

Degree level education

Advanced Diploma / Chartered status (desirable)

Tools

Intelliflo

Job description

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.