Chartered Paraplanner

Attivo Group

Theale, United Kingdom
Base: up to £56,000 negotiable; bonus/equity: not ...
Hybrid
Chartered status by cii
Advanced diploma in regulated financial planning
Two years paraplanner experience
The role involves providing comprehensive administrative and technical assistance to prepare client meeting documentation and suitability reports with utmost accuracy

Job Summary

  • The role involves providing comprehensive administrative and technical assistance to prepare client meeting documentation and suitability reports with utmost accuracy.
  • Candidates must conduct detailed research to identify appropriate financial solutions from the Centralised Investment Proposition or market alternatives.
  • Attivo offers a competitive salary up to £56,000 along with benefits including private medical insurance, income protection, and flexible working arrangements.

Matching Summary

The role involves providing comprehensive administrative and technical assistance to prepare client meeting documentation and suitability reports with utmost accuracy.

Salary

Base: Up to £56,000 negotiable; Bonus/Equity: Not specified; Benefits: Pension scheme, Private Medical Insurance, Income Protection, Critical Illness, Death in Service, Cashplan, Holiday allowance, Subsidised parking, London Living Allowance

Skills & Requirements

Must-have

  • Chartered status by CII
  • Advanced Diploma in Regulated Financial Planning
  • Two years Paraplanner experience
  • Knowledge of pensions and investments
  • Compliance process expertise

Nice-to-have

  • Degree level education
  • Intelliflo software experience
  • Strong analytical research skills
  • Excellent written communication
  • Client relationship building

Key Requirements

  • CII Chartered status required
  • Minimum 2 years Paraplanner experience
  • Advanced Diploma in Regulated Financial Planning
  • GCSE Maths and English (Desirable)
  • Degree level education (Desirable)

Work Rights

Not specified

Tailored Resume

Cover Letter