Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support for our financial planning team. You will prepare client meeting documents, suitability reports, and applications, ensuring accuracy and regulatory compliance.
You will research suitable solutions, draft suitability letters, and stay current with financial regulations. The role is a 12-month fixed-term contract with offices across the UK and flexible working options.
#J-18808-Ljbffr
This position is for the Paraplanner - Flexible, Remote Financial Planning Support role at Attivo.
Join Attivo and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Paraplanner - Flexible, Remote Financial Planning Support role at Attivo, based in Cheltenham, England, United Kingdom.
We are looking to fill the Paraplanner - Flexible, Remote Financial Planning Support position at Attivo in Cheltenham, England, United Kingdom.