Remote Paraplanner — Wealth & Lifestyle Planning

Attivo; Cheltenham; 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

Work from home and flexible working

Great culture and wellbeing

Job summary

Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting docs, suitability reports and forms, ensuring compliance and accuracy across processes.

Role is a 12-month fixed-term contract with offices in Cheltenham and other locations; candidates nationwide are welcome. A strong pension, private medical and generous benefits accompany the role.

Qualifications

• Diploma in Regulated Financial Planning with the CII is required.
• Minimum 2 years’ Paraplanner experience.
• Knowledge of pensions and investments.
• Strong understanding of compliance processes.
• Excellent report writing and written/verbal communication skills.
• Strong analytical and research skills.
• Good organisational, time management and caseload skills.
• Experience in financial services with an IFA.
• Ability to work on own initiative and be professional.
• Ethical, discreet and able to build client relationships.
• Ability to work well under pressure with attention to detail.

Responsibilities

• Analyse the client’s financial position and priorities, making recommendations.
• Complete a full suitability report for the Financial Planner.
• Ensure data gathered on the CRM is complete and up to date.
• Data gather and research new plans as appropriate.
• Maintain record keeping in the CRM and ensure timely documentation.
• Submit completed business applications to providers with all required documents.
• Take ownership of cases and monitor progress and submission.
• Communicate with the client and Financial Planner about progress and issues.
• Ensure regulatory obligations are discharged fully during engagements.
• Support responses to complaints and maintain good service standards.
• Keep professional development records and knowledge up to date.
• Study and pursue professional qualifications toward Chartered status.
• Undertake ad-hoc project work as required by the business.

Skills

Paraplanner experience

Pensions knowledge

Investments knowledge

Compliance awareness

Report writing

Analytical skills

Client communication

Time management

Independent worker

Education

Diploma in Regulated Financial Planning

Degree level education

Chartered status by the CII

Job description

Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting docs, suitability reports and forms, ensuring compliance and accuracy across processes.

Role is a 12-month fixed-term contract with offices in Cheltenham and other locations; candidates nationwide are welcome. A strong pension, private medical and generous benefits accompany the role.