Paraplanning Team Leader

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.

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 office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office.

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.

• 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.

• Experie…