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- Tasks: Lead and inspire a team of Paraplanners while tackling complex technical cases.
- Company: Attivo, a lifestyle-focused financial planning company with a transparent culture.
- Benefits: Up to £60,000 salary, private medical insurance, generous holiday allowance, and flexible working.
- Why this job: Combine your leadership skills with technical expertise to shape a successful paraplanning function.
- Qualifications: Experienced Paraplanner with Chartered status or working towards it, plus line management experience.
- Other info: Join a high-performance culture that values continuous development and employee wellbeing.
The predicted salary is between 43200 - 72000 £ per year.
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 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 applicant 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 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 £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. Attivo does not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.
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 financial planning 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 share examples of how you've inspired teams and tackled complex cases – that's what they'll want to hear!
✨Tip Number 3
Show your passion for client-focused service during interviews. Attivo values transparency and trust, so be sure to highlight how you've built strong relationships with clients in your past roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining the Attivo team.
We think you need these skills to ace Paraplanning Team Leader
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for the role shine through! We want to see how much you care about leading a team and making a difference in clients' lives. A bit of personality goes a long way!
Tailor Your Experience: Make sure to highlight your relevant experience as a Paraplanner and any leadership roles you've had. We love seeing how your skills align with what we're looking for, so don’t hold back on those achievements!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, especially when it comes to your qualifications and experiences. Use bullet points if it helps make your case stronger!
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’s super easy to do!
How to prepare for a job interview at Attivo
✨Know Your Stuff
As a Paraplanning Team Leader, you'll need to demonstrate your technical expertise. Brush up on complex financial planning concepts and be ready to discuss your experience with suitability reports and compliance. Show them you can handle the nitty-gritty while leading a team.
✨Showcase Your Leadership Skills
This role is all about inspiring and developing a team. Prepare examples of how you've successfully led teams in the past, focusing on coaching, performance management, and fostering a high-performance culture. Be ready to discuss how you handle underperformance and motivate your team.
✨Understand Their Culture
Attivo prides itself on transparency and client focus. Familiarise yourself with their values and think about how your own approach aligns with theirs. During the interview, share how you can contribute to their culture of continuous improvement and collaboration.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think of specific scenarios where you've dealt with complex cases or escalations. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your impact.
