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Paraplanner – Remote Pensions Focus
Remote / Online - Candidates ideally in
Fareham, Hampshire County, PO16, England, UK
Listed on 2026-09-05
Fareham, Hampshire County, PO16, England, UK
Listing for:
Attivo
Part Time, Remote/Work from Home
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Reporting
Job Description & How to Apply Below
Attivo is seeking a Paraplanner to join our team for a 12-month fixed-term contract. You will prepare client meeting materials, suitability reports and applications, ensuring accuracy and compliance with regulatory standards.
You will research suitable investment solutions aligned with client goals. With at least two years in financial planning and a Diploma in Regulated Financial Planning, you will draft letters, maintain CRM records, and support Financial Planners.
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