Technical Paraplanner - Proposition Team

Technical Paraplanner - Proposition Team

Join to apply for the Technical Paraplanner - Proposition Team role at Attivo

Attivo are Lifestyle Financial Planners. We’re a privately owned company, 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, building trust with our clients and inspiring their financial confidence. Our experienced, highly qualified financial specialists and support teams deliver more for all clients, with an independent status and unique approach to understanding clients, their preferences and motivation.

We build and provide ongoing support for bespoke financial plans aimed at fulfilling lifestyle needs, whether for a private client or a business accessing corporate services. Our culture is one of high performance, continuous development and shared success. We promote from within and invest heavily in the progression of our people, because when our people thrive, so do our clients.

We’re proud to have been named one of the Professional Adviser’s Best Financial Advisers to Work For 2025.

As a Technical Paraplanner, you will play a pivotal role in protecting and enhancing the quality, consistency and compliance of Attivo’s financial planning advice. Acting as a technical authority within the paraplanning function, you will support advisers and paraplanners with complex client cases, strengthen file quality and drive continuous improvement across suitability reporting, templates and automation. You will lead the ongoing development of suitability report templates and other project templates, ensuring they remain technically robust, efficient and aligned to regulatory requirements and client needs.

Working closely with Compliance and the wider Proposition team, you will escalatate risks appropriately and contribute to a consistently high‑quality advice process that supports both advisers and clients. You will review and sign off remedial actions arising from Technical Competence Checks, analyse file quality trends and implement improvements to raise standards and reduce risk across the business.

You are an experienced and technically strong paraplanning professional with a Diploma in Regulated Financial Planning and a deep understanding of pensions, investments and regulatory requirements. You bring a meticulous approach to report writing, can handle complex cases while maintaining clarity, accuracy and a strong client focus. You are confident analysing trends, identifying root causes of file quality issues and translating insight into practical improvements, whether through wording changes, template enhancements or targeted support for paraplanners.

You work independently, manage a varied workload and maintain high standards under pressure, demonstrating professionalism, integrity and discretion at all times. Experience working within an IFA environment is essential; experience as a paraplanner, Chartered status, degree‑level education or familiarity with Intelliflo would be advantageous.

• Review, approve and sign off remedial actions arising from Technical Competence Checks, ensuring all actions meet regulatory and internal quality standards.
• Monitor, analyse and report on file quality trends, implementing corrective actions to drive measurable improvements in advice quality.
• Draft and complete the most technically complex suitability reports, ensuring they are accurate, compliant and clearly articulated for clients.
• Own, maintain and continuously improve suitability report templates, focusing on technical accuracy, consistency, automation and client experience.
• Reduce “suitable with comments” outcomes through insight‑led trend analysis, improved wording and targeted guidance and training for paraplanners.
• Ensure compliance procedures are adhered to at all times, escalating risks, breaches or concerns promptly and accurately to the Compliance Officer.
• Maintain up‑to‑date product, technical and regulatory knowledge and apply this learning directly to advice processes and documentation.