Paraplanning Team Leader

Paraplanning Team Leader

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 Paraplanning Team Leader you will lead coach and inspire a talented team of Paraplanners while also staying hands-on with complex technical cases.

Youll be responsible for ensuring the delivery of accurate compliant and timely suitability reports and advice applications. Alongside managing day-to-day operations youll take on challenging cases yourself providing technical expertise and setting the standard for your team.

This is a leadership role with a strong technical edge balancing people development performance management and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability collaboration and continuous improvement ensuring high-quality outcomes for clients and strong alignment with regulatory requirements.

This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office including Cheltenham Cardiff Liverpool Darlington Grangemouth Fareham or Harrogate with occasional travel to Cheltenham Head Office.

About you:

Youre an experienced Paraplanner with Chartered status or currently working towards who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence.

You have a proven track record of producing compliant high-quality suitability reports and advice applications and youre confident in handling escalations and complex planning cases. You also understand how to monitor performance improve processes and embed a high-performance client-focused culture within a team.

If youre looking for the next step in your career where you can combine technical expertise with leadership impact this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients.

Key Responsibilities include:

• Lead coach and mentor a team of Paraplanners providing regular feedback reviews and development plans.
• Allocate and monitor workloads ensuring suitability reports and applications are delivered accurately and on time.
• Actively participate in paraplanning tasks handling complex or high-priority cases.
• Maintain the highest standards of compliance and regulatory record keeping.
• Provide technical support to Financial Planners and Paraplanners addressing queries and complex cases.
• Oversee training and induction ensuring team members build their skills and confidence.
• Manage performance addressing underperformance where required.
• Produce management information and reports to track quality and output.
• Review and improve workflows streamlining processes and embedding efficiency.
• Act as the escalation point for issues within the team ensuring timely resolution and client satisfaction.
  

Essential skills and experience:

• Experienced Paraplanner.
• CII/PFS Chartered status or working towards.
• Proven line management experience.
• Strong knowledge of cash flow modelling systems.
• Skilled in FE Analytics.
• Excellent interpersonal listening numerical and IT skills.
  

Desirable skills and experience:

• Supervision qualification such as J07 or AF6.
• Experience of Intelligent Office (IO).
• Experience of managing a team remotely.
  

Salary and benefits:

Up to 60000 per annum depending on experience and qualifications.

Attivo also offers:

• Non-contributory Pension Scheme

• Private Medical Insurance

• Income Protection

• Critical Illness Cover
• CashPlan

• 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