Financial Planning Support Team Leader
Financial Planning Support Team Leader
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Job Description
Financial Planning Support Team Leader (role can be based from any Attivo office)
About Attivo:
Attivo are Lifestyle Financial Planners.
Were a privately owned company. We prefer it that way. It means were 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 completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.
Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
Whether youre a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.
Our culture is one of high performance continuous development and shared success. We promote from within and invest heavily in the progression of our people because when our people thrive so do our clients. Were proud to have been named one of the Professional Advisers Best Financial Advisers to Work For 2025.
About the role:
As a Planning Support Team Leader you will lead coach and inspire a high-performing administration team ensuring the delivery of efficient accurate and compliant support to clients and Financial Planners.
This is a people-focused leadership role where you will balance coaching and development with hands-on operational delivery. Youll build robust processes and frameworks that support accuracy efficiency and compliance while embedding a culture of continuous improvement and accountability across the team.
You will be responsible for driving performance through KPIs and skills matrices overseeing onboarding and training and championing innovation and digital adoption to improve both client and planner experience. Above all youll ensure that client outcomes regulatory standards and business goals are consistently achieved.
About you:
Youre an experienced leader in financial services who knows how to bring out the best in people. You understand how to create structure drive performance and build confidence in a team while always keeping client outcomes at the heart of what you do.
You thrive in fast-paced environments where accuracy and compliance are just as important as efficiency. Youre a natural problem solver able to identify root causes and deliver sustainable improvements. You have strong communication skills and can work effectively with Financial Planners Paraplanners and colleagues across the business.
Most importantly youre a motivator someone who inspires accountability champions development and leads by example.
Key Responsibilities include:
- Lead coach and mentor team members embedding a culture of accountability and high performance.
- Implement structured training induction and development programmes aligned to clear career pathways.
- Monitor team performance against KPIs and drive measurable improvements in quality and turnaround times.
- Build a strong right-first-time culture using error management frameworks analysis and corrective actions.
- Ensure compliance with internal policies and FCA regulatory requirements.
- Oversee work allocation and resource planning to ensure resilience across peaks and absences.
- Act as the key liaison with Financial Planners Paraplanners and cross-functional teams.
- Own the accuracy completeness and integrity of client and planner data producing regular reports for leadership.
- Champion digital adoption workflow standardisation and continuous improvement initiatives.
Essential skills and experience:
- Proven leadership experience in financial services.
- Strong industry knowledge and regulatory awareness.
- Demonstrable experience in performance management and team development.
- Continuous improvement mindset with ability to identify and embed efficiencies.
- Excellent interpersonal skills with a collaborative leadership style.
- High attention to detail and ability to work with data and reporting.
- Confident systems and technology user.
Desirable skills and experience:
- Industry qualifications.
- Experience with Intelligent Office (IO).
- Workflow design and optimisation expertise.
- Project delivery support.
- Practical knowledge of error management frameworks.
Salary and benefits:
Negotiable depending on experience and qualifications.
Attivo also offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness Cover
- Death in Service
- Generous holiday allowance rising with length of service
- Work from home and flexible working available
- Parking allowance for employees who live over 1.5 miles away from the office
- Excellent culture promoting employee wellbeing and engagement
Recruitment Policy
Attivo 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 is not limited to adverse financial history criminal records UK directorship and disqualifications check.
Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.
If we have received your details in response to a recruitment initiative we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions 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 we will retain that information and any information relating to that matter in case of future reference or queries.
Unless you request otherwise we may also contact individuals you have referred to us for example referees. We will only do this with your express permission.
Please visit our website to view our full privacy policy for prospective employees.
Required Experience:
Manager
Employment Type
Full-Time
