Paraplanner – Flexible, Remote Financial Planning Support

Company: Attivo
Apply for the Paraplanner – Flexible, Remote Financial Planning Support
Location: Cheltenham
Job Description:

Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support for our financial planning team. You will prepare client meeting documents, suitability reports, and applications, ensuring accuracy and regulatory compliance.

You will research suitable solutions, draft suitability letters, and stay current with financial regulations. The role is a 12-month fixed-term contract with offices across the UK and flexible working options.

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Posted: October 31st, 2026