Paraplanner - FTC

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Join to apply for the Paraplanner - FTC 12 months role at Attivo

Paraplanner (12 month Fixed Term Contract)

Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs. Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

As a Paraplanner, you will be providing comprehensive administrative and technical assistance. Your responsibilities will include preparing client meeting documentation, suitability reports, and application forms, ensuring that all advice is delivered and processed with the utmost accuracy and compliance. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives.

You will also be responsible for drafting suitability letters, completing and submitting applications, and ensuring all compliance procedures are strictly followed. To excel in this role, you will continuously develop your product, technical, and regulatory knowledge, staying current with the latest financial regulations. Your attention to detail and commitment to compliance will be vital in ensuring the highest standards of service for our clients.

This role is a fixed-term contract for 12 months, and suitable for candidates nationally as we have offices located in Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Harrogate.

You are a detail-oriented and analytical Paraplanner with a solid foundation in financial planning, backed by at least two years of experience in the field. Having a comprehensive understanding of pensions, investments, and estate planning you are able to research and analyse effectively clients financial positions, making informed recommendations that align with their priorities and the advice provided by Financial Planners.

Your excellent communication skills, both written and verbal, enable you to produce clear and comprehensive reports while also supporting effective client interactions. You are well-versed in compliance processes, ensuring that all regulatory obligations are met and that records are meticulously maintained in the CRM system. You take ownership of cases from start to finish, ensuring all applications are processed promptly and in line with client and provider expectations.

• Analyse the client’s current financial position and given their priorities, in line with the Financial Planners advice and supporting documentation, make recommendations as appropriate.
• Complete in full a suitability report for the Financial Planner in a timely manner.
• Utilise Paraplanner support tools, such as Cashflow and Fund analytics, as appropriate to complete the suitability report and evidence client objectives have been met in full.
• Ensure all data gathered by the Administrators concerning the Client(s) Financial Portfolio is complete, accurate and up to date.
• Data gather and research new plans as appropriate.
• Ensure record keeping is maintained on our CRM System and that the information is unambiguous, accurate and recorded in a timely fashion.
• Submit the completed business applications to providers in a timely manner, ensuring appropriate documentation contains all new business requirements, information is…