Paraplanner | Remote-Ready with Flexible Hours & CPD Growth

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

Benefits offered by this job

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Work from home and flexible working

Job summary

Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports, and applications while ensuring accuracy and compliance.

You will research suitable financial solutions, draft suitability letters, and maintain meticulous CRM records. The fixed-term contract lasts 12 months, with offices across Cheltenham, Cardiff, Fareham, and other locations.

Qualifications

• Diploma in Regulated Financial Planning with the CII.
• At least 2 years’ experience as a Paraplanner.
• Knowledge of pensions and investments.
• Strong compliance awareness and documentary discipline.
• Excellent report writing and communication skills.
• Good organisational and caseload management abilities.
• Experience with Independent Financial Advisers is preferred.
• Ability to work independently with discretion.

Responsibilities

• Analyse client financial positions and align with adviser recommendations.
• Prepare suitability reports and supporting documentation.
• Submit applications ensuring accuracy and compliance.
• Maintain CRM records and client files with up-to-date data.
• Support continuous professional development and regulatory knowledge.
• Monitor case progress and communicate with clients and planners.

Skills

Analytical skills

Research skills

Communication skills

Attention to detail

Client relationships

Education

Diploma in Regulated Financial Planning

Educated to Degree level

Tools

Intelliflo

CRM systems

Job description

Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports, and applications while ensuring accuracy and compliance.

You will research suitable financial solutions, draft suitability letters, and maintain meticulous CRM records. The fixed-term contract lasts 12 months, with offices across Cheltenham, Cardiff, Fareham, and other locations.