Paraplanner — Flexible, Remote Working Role

Attivo Group; Park Gate; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness

Death in Service

Parking allowance

Generous holiday allowance

Work from home and flexible working

London Living Allowance (within M25)

Job summary

Attivo Group in the United Kingdom is seeking a Paraplanner for a 12-month fixed-term contract. You will provide administrative and technical support, prepare client documents, suitability reports and applications with strict accuracy and regulatory compliance.

Ideal candidates have at least two years in paraplanning, strong pensions/investments knowledge, excellent reporting and research skills, and familiarity with CRM systems. Flexible working, including remote options, is available.

Qualifications

• At least 2 years’ paraplanning experience.
• Knowledge of pensions and investments is essential.
• Strong compliance understanding and reporting ability.

Responsibilities

• Prepare client meeting docs, suitability reports and applications.
• Research suitable financial solutions aligned with client needs.
• Draft suitability letters and ensure regulatory compliance.

Skills

Paraplanner experience

Pensions knowledge

Investments knowledge

Regulatory/compliance awareness

Report writing

Analytical and research skills

CRM documentation

Attention to detail

Communication skills

Education

Diploma in Regulated Financial Planning (CII)

GCSEs Maths and English

Ringfenced Chartered status ambition

Tools

Intelliflo

Job description

Attivo Group in the United Kingdom is seeking a Paraplanner for a 12-month fixed-term contract. You will provide administrative and technical support, prepare client documents, suitability reports and applications with strict accuracy and regulatory compliance.

Ideal candidates have at least two years in paraplanning, strong pensions/investments knowledge, excellent reporting and research skills, and familiarity with CRM systems. Flexible working, including remote options, is available.