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Paraplanner - Flexible, Remote in Financial Planning
Remote / Online - Candidates ideally in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-08-20
Cheltenham, Gloucestershire, GL50, England, UK
Listing for:
Attivo Group
Part Time, Remote/Work from Home
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Attivo is seeking a detail-focused Paraplanner to provide comprehensive administrative and technical support. You will draft suitability letters, prepare client meeting documents, and ensure compliance across the process.
The role supports pension, investment, and estate planning activities for a range of clients. Based in the UK, you will work across offices and remotely, gaining exposure to a centralized investment proposition and other market options.
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