Company: Attivo
Location: Cardiff
Job Description:
Attivo is seeking a Paraplanner to provide comprehensive administrative and technical support, preparing client meeting documentation, suitability reports and applications with meticulous accuracy and regulatory compliance.
You will research financial solutions, draft suitability letters, submit applications, and maintain CRM records while expanding knowledge of pensions, investments and estate planning.
#J-18808-Ljbffr…
Posted: October 31st, 2026