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Financial Planning Specialist

1 month ago

Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time
Paraplanner Role at Attivo Group

Attivo Group is a leading Lifestyle Financial Planners firm, committed to delivering exceptional financial services to our clients. We are seeking a highly skilled Paraplanner to join our team, working closely with our experienced Financial Planners to provide bespoke financial plans tailored to our clients' needs.

Key Responsibilities:
  • Analyse clients' current financial positions and provide informed recommendations aligned with their priorities and the advice provided by Financial Planners.
  • Complete suitability reports for Financial Planners in a timely manner, ensuring all data gathered is accurate and up-to-date.
  • Research and analyse clients' financial positions, making recommendations that align with their priorities and the advice provided by Financial Planners.
  • Ensure record keeping is maintained on our CRM System, with accurate and unambiguous information recorded in a timely fashion.
  • Initiate and support communications with clients, keeping Financial Planners informed of progress and resolving any issues that arise.
  • Support the business in responding to complaints, either internally or through the Financial Ombudsman Services.
  • Maintain continuous professional development records and a comprehensive knowledge of pensions, investments, and estate planning.
Requirements:
  • Diploma in Regulated Financial Planning
  • A comprehensive knowledge of pensions and investments
  • Excellent report writing and written/verbal communication skills
  • Experience in the financial services industry, working for an Independent Financial Adviser
  • Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English
Benefits:
  • Competitive salary of £50,000, negotiable depending on experience and qualification
  • London Living allowance of £3,500 for candidates located within the M25
  • Non-contributory Pension Scheme
  • Private Medical Insurance
  • Generous holiday allowance, rising with length of service
  • Work from home and flexible working available

Please note 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 is not limited to, adverse financial history, criminal records, UK directorship, and disqualifications check.

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