Remote Paraplanner Pensions & Investments

Attivo is seeking a Paraplanner for a 12-month fixed-term contract. You will provide administrative and technical support, drafting suitability letters, preparing client documents, and ensuring compliance throughout the process.

You will research and analyse financial solutions, support the Financial Planners, and maintain excellent records in our CRM. A Diploma in Regulated Financial Planning and 2+ years’ experience are required, with strong pensions/investments knowledge.

Consider building your career as a Remote Paraplanner for Pensions & Investments at Attivo.

Learn more about the Remote Paraplanner for Pensions & Investments role in the description above.

We appreciate your interest in this position.

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 Remote Paraplanner for Pensions & Investments role at Attivo, based in Reading, England, United Kingdom.