Company: Attivo
Location: Cardiff
Job Description:
Attivo, lifestyle financial planners, seeks a Paraplanner to provide comprehensive admin and technical support. You will prepare client meeting documentation, suitability reports, and applications, ensuring high accuracy and regulatory compliance.
Role is fixed-term for 12 months with offices in multiple UK locations, including Cardiff and Cheltenham. You’ll develop product and regulatory knowledge while supporting Financial Planners and client outcomes.
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Posted: October 22nd, 2026