Paraplanning Team Leader

Paraplanning Team Leader – AttivoAttivo are Lifestyle Financial Planners. We pride ourselves on being transparent, open and honest, building trust with clients and inspiring financial confidence. Our culture is high performance, continuous development and shared success. We promote from within and invest heavily in staff progression, earning recognition as one of the Professional Adviser’s Best Financial Advisers to Work For 2025.About the RoleYou will lead, coach and inspire a talented team of Paraplanners, while staying hands‑on with complex technical cases. As a Paraplanning Team Leader you will ensure the delivery of accurate, compliant and timely suitability reports and advice applications, manage day‑to‑day operations, take on challenging cases personally and set the technical standard for the team. This leadership role balances people development, performance management, workflow efficiency and direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration and continuous improvement, ensuring high‑quality outcomes for clients and strong regulatory alignment.About YouYou are an experienced Paraplanner with Chartered status, or working towards, who thrives on leading people as much as solving technical problems. You inspire and develop a team while maintaining technical excellence, have a track record of producing compliant, high‑quality suitability reports and advice applications, handle escalations and complex planning cases, and embed a high‑performance, client‑focused culture within a team.Key ResponsibilitiesLead, 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 ExperienceExperienced 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 ExperienceSupervision qualification such as J07 or AF6.Experience of Intelligent Office (IO).Experience of managing a team remotely.Salary And BenefitsUp to £60,000 per annum, depending on experience and qualifications.Attivo Also OffersNon‑contributory Pension SchemePrivate Medical InsuranceIncome ProtectionCritical Illness CoverCashPlanDeath in ServiceGenerous holiday allowance, rising with length of serviceWork from home and flexible working availableParking allowance for employees who live over 1.5 miles away from the officeExcellent culture, promoting employee wellbeing and engagementEqual OpportunitiesAttivo 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 fair as possible.Seniority levelMid‑Senior levelEmployment typeFull‑timeJob functionFinance and Sales #J-18808-Ljbffr