Job Summary

• The role involves providing comprehensive administrative and technical assistance to prepare client meeting documentation and suitability reports with utmost accuracy.
• Attivo Group is a privately owned Lifestyle Financial Planner committed to transparency, open communication, and building trust with clients through bespoke financial plans.
• The position offers a salary up to £56,000 negotiable depending on experience, along with benefits including private medical insurance, income protection, and flexible working arrangements.

Matching Summary

Salary

Up to £56,000; Negotiable depending on experience and qualification; Benefits include pension scheme, private medical insurance, and income protection

Skills & Requirements

Key Requirements

• Achieved Chartered status by the CII
• Minimum 2 years Paraplanner experience
• Advanced Diploma in Regulated Financial Planning
• Comprehensive knowledge of pensions and investments
• Good understanding of compliance processes

Work Rights