Paraplanning Team Lead | Hybrid Role & Mentorship

Attivo Group; Cheltenham; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial planning firm seeks a Paraplanning Team Leader to lead a talented team and manage complex cases. You will ensure high-quality reports and compliance while developing your team's skills. The ideal candidate has Chartered status or is working towards it, with proven experience in leadership and technical case management. This role offers a salary of up to £60,000 and promotes flexible working options.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Critical Illness Cover

Generous holiday allowance

Work from home and flexible working available

Parking allowance for distant employees

Excellent culture promoting wellbeing

Qualifications

• Proven line management experience required.
• Experience handling complex planning cases.
• Ability to produce compliant suitability reports.

Responsibilities

• Lead, coach, and mentor a team of Paraplanners.
• Ensure accurate, compliant, and timely suitability reports.
• Provide technical support and address complex queries.

Skills

Experienced Paraplanner

Strong knowledge of cash flow modelling systems

Skilled in FE Analytics

Excellent interpersonal skills

Strong IT skills

Education

CII/PFS Chartered status or working towards

Tools

Intelligent Office (IO)

Job description

A leading financial planning firm seeks a Paraplanning Team Leader to lead a talented team and manage complex cases. You will ensure high-quality reports and compliance while developing your team's skills. The ideal candidate has Chartered status or is working towards it, with proven experience in leadership and technical case management. This role offers a salary of up to £60,000 and promotes flexible working options.