Paraplanning Team Leader (Liverpool Darlington or Grangemouth)
Attivo are Lifestyle Financial Planners who are privately owned and focused on delivering transparent, honest and client‑centric financial advice. Our culture values high performance, continuous development and shared success. Attivo was named one of the Professional Advisers Best Financial Advisers to Work For 2025.
About the role
As a Paraplanning Team Leader you will coach and inspire a talented team of Paraplanners while also staying hands‑on with complex technical cases. Your responsibilities include ensuring the delivery of accurate, compliant and timely suitability reports and advice applications, managing day‑to‑day operations, and setting the technical standard for the team.
About you
You are an experienced Paraplanner with Chartered status who thrives on leading people as much as solving complex technical problems. You have a proven track record of producing compliant, high‑quality suitability reports and advice applications and you are 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.
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.
* 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 do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy and Personal Data
We will store and process your personal information in accordance with our legitimate interests to evaluate your suitability for this role. For full details please visit our website privacy policy for prospective employees.
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