Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support. You will prepare client meeting documentation, suitability reports, and applications, aligning solutions with client needs and regulatory requirements.
The role is a fixed-term 12-month contract with offices in Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Grangemouth. You will develop knowledge of pensions, investments, and estate planning, draft suitability letters, manage
#J-18808-Ljbffr…
