Remote Financial Planning Support Team Lead

Attivo Group; Cheltenham; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial services company in Cheltenham seeks a Financial Planning Support Team Leader to lead a high-performing team. The role emphasizes coaching, operational delivery, and compliance with regulatory standards. Strong leadership and interpersonal skills, along with proven experience in financial services, are essential. Competitive salary and benefits including a non-contributory pension scheme, private medical insurance, and flexible working options are offered.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Generous holiday allowance

Work from home and flexible working available

Qualifications

• Proven leadership experience in financial services.
• Strong industry knowledge and regulatory awareness.
• Demonstrable experience in performance management and team development.

Responsibilities

• Lead, coach and mentor team members.
• Implement structured training and development programmes.
• Monitor team performance against KPIs.

Skills

Leadership experience in financial services

Strong industry knowledge

Performance management

Interpersonal skills

Attention to detail

Tools

Intelligent Office (IO)

Job description

A financial services company in Cheltenham seeks a Financial Planning Support Team Leader to lead a high-performing team. The role emphasizes coaching, operational delivery, and compliance with regulatory standards. Strong leadership and interpersonal skills, along with proven experience in financial services, are essential. Competitive salary and benefits including a non-contributory pension scheme, private medical insurance, and flexible working options are offered.