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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We are currently recruiting a Remote Paraplanner - Flexible Hours & CPD Growth for our team in Stirling, Scotland, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Paraplanner - Flexible Hours & CPD Growth role in the description above.
We appreciate your interest in this position.