[Remote] Chartered Paraplanner

Note: The job is a remote job and is open to candidates in USA. Attivo is a privately owned company that specializes in Lifestyle Financial Planning. They are seeking a Chartered Paraplanner to provide comprehensive administrative and technical assistance, including preparing client meeting documentation and conducting detailed research to identify appropriate financial solutions. Responsibilities • Analyse the client’s current financial position and given their priorities, in line with the Financial Planners advice and supporting documentation, make recommendations as appropriate • Complete in full a suitability report for the Financial Planner in a timely manner • Utilise Paraplanner support tools, such as Cashflow and Fund analytics, as appropriate to complete the suitability report and evidence client objectives have been met in full • Ensure all data gathered by the Administrators concerning the Client(s) Financial Portfolio is complete, accurate and up to date • Data gather and research new plans as appropriate • Ensure record keeping is maintained on our CRM System and that the information is unambiguous, accurate and recorded in a timely fashion • Submit the completed business applications to providers in a timely manner, ensuring appropriate documentation contains all new business requirements, information is accurate, compliant and all relevant supporting information attached • Take ownership of the case and monitor progress and submission to ensure processed in line with the providers service standards and the client’s requirements • Initiate/support communications with the client, by keeping the Financial Planner informed of progress and resolving any issues as they arise • Ensure all documentation and post is collected, scanned and attached to relevant client file • Ensure all Regulatory obligations are discharged fully during all engagements with the client • Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services • Ensure advice files are submitted for full file checks • Complete any remedial actions in a timely manner • Maintain continuous professional development records and a comprehensive knowledge of pensions, investments and estate planning • Study and take professional qualifications appropriate to the role, aiming towards chartered status • Undertake and complete any ad-hoc project work as and when business requirements dictate and in line with the management brief Skills • Advanced Diploma in Regulated Financial Planning, and achieved Chartered status by the CII • At least 2 years' experience working as a 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 • Professional, ethical and discreet • Ability to build and maintain ongoing client relationships • Ability to work well under pressure while maintaining excellent attention to detail • Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English • Educated to Degree level • Experience of Intelliflo Benefits • Non-contributory Pension Scheme • Private Medical Insurance • Income Protection • Critical Illness • Death in Service • Cashplan • Generous holiday allowance, rising with length of service • Work from home and flexible working available • Subsidised parking • Excellent culture, promoting employee wellbeing and engagement Company Overview • Attivo specializes in investments, insurance, mortgages, retirement, tax, and estate planning for private and corporate clients. It was founded in 2005, and is headquartered in Cheltenham, Gloucestershire, GBR, with a workforce of 51-200 employees. Its website is https://attivogroup.co.uk. Apply Now Apply Now