Paraplanner - Gloucestershire (WFH)

Are you an experienced Paraplanner? Are you a currently working towards Chartered status? Do you want to work for an employer that offers personal development and full study support? If so, please keep reading.

Attivo Group are looking to recruit an experienced Paraplanner to join our growing team. This is a fantastic opportunity to develop your career with the excellent study support we offer. We will also support Paraplanners looking to progress into an advisory role. The role will involve remote working with travel to the office for meetings and training approximately twice per month.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

Main responsibilities

• Research the appropriate solution from our Centralised Investment Proposition or an alternative solution available in the market, selecting those that are most appropriate for the respective client’s financial needs, priorities and overall financial position to recommend to the client
• Prepare Suitability Letter and supporting applications for the client and Financial Planners
• Complete submission of completed business and applications for the client and Financial Planners
• Ensure Compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner with full and accurate information
• Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations

Qualifications, skills and experience

• minimum 5 GCSEs graded A-B, including Maths and English
• Level 4 Diploma in Regulated Financial Planning is essential
• Advanced Diploma or currently working towards it
• CII Chartered status would be desirable
• experienced Paraplanner
• a comprehensive knowledge of pensions and investments
• good understanding of compliance processes and issues
• excellent interpersonal, listening, numerical and IT skills
• strong analytical and research skills
• excellent report writing and written/verbal communication skills
• good organisational, time management, and caseload management skills
• experience in the financial services industry, working for an Independent Financial Adviser
• ability to work on own initiative, sometimes for long time periods

Salary and benefits

£35,000 to £55,000 depending on experience and qualification.

Attivo Group also offers:

• excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
• generous holiday allowance, rising with length of service
• discounted corporate gym membership
• parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
• regular company social events
• charity days
• excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo Group Limited is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history , criminal records, UK directorship and disqualifications check.

Attivo Group do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.

Unless you request us not to do so, we may also contact those individuals who are referred to in any information you provide us with, for example referees. This contact may be made by telephone, e-mail or post. We will only do this if we have your express permission to contact them in this way.

Please visit our website to view our full privacy policy for prospective employees.