Paraplanning Team Leader
About Attivo Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being comp…
Chartered Paraplanner
Chartered Paraplanner This role is suitable for candidates located near any of our office locations, including Cheltenham, Fareham, Reading, and Liverpool. It offers hybrid working with the expectation to attend an office on a monthly basis. About the role As …
Paraplanning Team Leader - Lead with Impact (Remote)
A financial planning firm is seeking a Paraplanning Team Leader to drive high-quality outcomes while developing a talented team. The role emphasizes compliance, technical expertise, and people management. Candidates should have a background as a Paraplanner wi…
Hybrid Chartered Paraplanner - Pensions & Investments
A financial services firm in New South Wales is seeking a Chartered Paraplanner. The role offers hybrid working and requires thorough preparation of client documentation. Candidates should have a recognized qualification in financial planning, a strong backgro…