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- Tasks: Lead and inspire a team of Paraplanners while tackling complex financial cases.
- Company: Join Attivo, a top-rated financial planning firm focused on client success.
- Benefits: Enjoy a competitive salary, private medical insurance, and flexible working options.
- Why this job: Shape the future of financial planning while developing your leadership skills.
- Qualifications: Experienced Paraplanner with Chartered status or working towards it.
- Other info: Dynamic culture promoting employee wellbeing and career growth.
The predicted salary is between 42000 - 60000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We're a privately owned company. 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 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 you're 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. We're proud to have been named one of the Professional Adviser's 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. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day-to-day operations, you'll 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 offices, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth, Fareham or Harrogate, with occasional travel to Cheltenham Head Office.
About You
You're 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 you're 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 you're 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
- 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 £60,000 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 does not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Paraplanning Team Leader employer: Attivo
Contact Detail:
Attivo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team Leader
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at Attivo. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and leadership skills. Be ready to discuss how you can inspire a team while tackling complex cases – that's what they want to hear!
✨Tip Number 3
Show your passion for client-focused service. Attivo values transparency and trust, so share examples of how you've built strong relationships with clients in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Attivo family.
We think you need these skills to ace Paraplanning Team Leader
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for paraplanning and leadership.
Tailor Your Application: Make sure to customise your application to highlight how your experience aligns with the role. Mention specific skills and achievements that relate to leading a team and handling complex cases – we love seeing relevant examples!
Showcase Your Technical Skills: Since this role has a strong technical edge, be sure to detail your experience with suitability reports and compliance. We’re looking for someone who can balance technical expertise with people management, so make that clear!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Attivo
✨Know Your Stuff
As a Paraplanning Team Leader, you need to showcase your technical expertise. Brush up on complex financial concepts and be ready to discuss how you've handled challenging cases in the past. This will demonstrate your capability to lead and inspire your team.
✨Showcase Leadership Skills
Prepare examples of how you've successfully led a team before. Think about times when you coached or mentored others, and be ready to share how you fostered a high-performance culture. Attivo values leadership, so make sure to highlight your experience in managing and developing talent.
✨Understand Their Values
Attivo prides itself on transparency and client focus. Familiarise yourself with their approach to financial planning and be prepared to discuss how your values align with theirs. This shows that you're not just looking for any job, but that you're genuinely interested in contributing to their mission.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company. Inquire about their approach to continuous improvement or how they support their employees' development. This not only shows your interest but also helps you gauge if the company is the right fit for you.
