Remote Paraplanner | Financial Planning & Compliance

Attivo are Lifestyle Financial Planners. The Paraplanner will provide comprehensive administrative and technical assistance, preparing client meeting documentation, suitability reports, and application forms with accuracy and compliance.

You will research suitable financial solutions, draft suitability letters, and ensure all regulatory procedures are followed. This is a fixed-term 12‑month contract with offices nationwide including Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool,

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