Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support, preparing client meeting documentation, suitability reports and applications with meticulous accuracy and regulatory compliance.
You will research financial solutions, draft suitability letters, submit applications, and maintain CRM records while expanding knowledge of pensions, investments and estate planning.
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This posting is for the Paraplanner | Remote & Flexible Working, Growth Path role at Attivo, based in Cardiff, Wales, United Kingdom.
For the Paraplanner | Remote & Flexible Working, Growth Path position at Attivo, we are reviewing applications now.
Step into the Paraplanner | Remote & Flexible Working, Growth Path role at Attivo in Cardiff, Wales, United Kingdom and grow with us.
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