Paraplanning Team Leader — Hybrid & Impactful Leadership

Attivo Group; Liverpool; Hybrid; GBP 51,000 - 60,000; Full time

Job summary

A leading financial planning firm in the UK seeks a Paraplanning Team Leader to inspire and manage a team of Paraplanners. This role balances leadership and technical expertise, ensuring compliance and high-quality outputs while supporting Financial Planners. The ideal candidate has Chartered status, experience in producing suitability reports, and strong interpersonal skills. The position is full-time, located in Liverpool with flexible work options.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Critical Illness Cover

CashPlan

Death in Service

Generous holiday allowance

Flexible working options

Parking allowance for employees

Qualifications

• Experienced Paraplanner with proven line management experience.
• Ability to produce compliant, high-quality suitability reports.
• Confident in handling escalations and complex planning cases.

Responsibilities

• Lead, coach, and mentor a team of Paraplanners.
• Allocate and monitor workloads effectively.
• Actively participate in handling complex paraplanning tasks.
• Maintain compliance and regulatory record keeping.
• Provide technical support for Financial Planners.

Skills

Leadership

Complex problem solving

Interpersonal skills

Numerical skills

IT skills

Education

CII/PFS Chartered status or working towards

Tools

Cash flow modelling systems

FE Analytics

Intelligent Office (IO)

Job description

A leading financial planning firm in the UK seeks a Paraplanning Team Leader to inspire and manage a team of Paraplanners. This role balances leadership and technical expertise, ensuring compliance and high-quality outputs while supporting Financial Planners. The ideal candidate has Chartered status, experience in producing suitability reports, and strong interpersonal skills. The position is full-time, located in Liverpool with flexible work options.