Hybrid Paraplanner: Financial Planning Specialist

Attivo Group; Cheltenham; Hybrid; GBP 40,000 - 56,000; Full time

Job summary

A leading financial planning company is seeking a detail-oriented Paraplanner to provide administrative and technical support. Responsibilities include drafting suitability reports and ensuring compliance with financial regulations. Ideal candidates will have at least two years of Paraplanning experience and a strong knowledge of pensions and investments. This role offers hybrid working arrangements and a salary up to £56,000, along with comprehensive benefits.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Critical Illness

Death in Service

Cashplan

Generous holiday allowance

Work from home options

Subsidised parking

Excellent culture promoting employee wellbeing

Qualifications

• At least two years of experience as a Paraplanner.
• Comprehensive understanding of pensions, investments, and estate planning.
• Ability to build and maintain ongoing client relationships.

Responsibilities

• Provide comprehensive administrative and technical assistance.
• Prepare suitability reports and ensure compliance.
• Conduct detailed research to identify appropriate financial solutions.

Skills

Detail-oriented

Analytical

Excellent report writing

Good understanding of compliance processes

Strong interpersonal skills

Good organisational skills

Education

Diploma in Regulated Financial Planning (CII)

Advanced Diploma in Regulated Financial Planning

Tools

Intelliflo

Job description

A leading financial planning company is seeking a detail-oriented Paraplanner to provide administrative and technical support. Responsibilities include drafting suitability reports and ensuring compliance with financial regulations. Ideal candidates will have at least two years of Paraplanning experience and a strong knowledge of pensions and investments. This role offers hybrid working arrangements and a salary up to £56,000, along with comprehensive benefits.