Financial Planning Support Team Leader

Attivo Group; Cheltenham; On-site; GBP 45,000 - 75,000; Full time

Job summary

A leading financial services firm is looking for a Planning Support Team Leader. You will lead and inspire a high-performing team, ensuring compliance and efficiency in client support. The ideal candidate will have proven leadership experience in financial services and a strong focus on driving performance. The company offers a flexible working environment along with various benefits including a non-contributory pension scheme and private medical insurance.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Flexible working

Generous holiday allowance

Qualifications

• Proven leadership experience in financial services.
• Demonstrable experience in performance management and team development.
• Excellent interpersonal skills with a collaborative leadership style.

Responsibilities

• Lead, coach and mentor team members.
• Monitor team performance against KPIs.
• Ensure compliance with internal policies and FCA regulatory requirements.

Skills

Leadership in financial services

Performance management

Communication skills

Attention to detail

Education

Industry qualifications

Tools

Intelligent Office (IO)

Job description

Overview

Financial Planning Support Team Leader (role can be based from any Attivo office)

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.

About the role

As a Planning Support Team Leader, you will lead, coach, and inspire a high-performing administration team, ensuring the delivery of efficient, accurate, and compliant support to clients and Financial Planners.

This is a people-focused leadership role where you will balance coaching and development with hands-on operational delivery. You’ll build robust processes and frameworks that support accuracy, efficiency, and compliance, while embedding a culture of continuous improvement and accountability across the team.

You will be responsible for driving performance through KPIs and skills matrices, overseeing onboarding and training, and championing innovation and digital adoption to improve both client and planner experience. Above all, you’ll ensure that client outcomes, regulatory standards, and business goals are consistently achieved.

About you

You’re an experienced leader in financial services who knows how to bring out the best in people. You understand how to create structure, drive performance, and build confidence in a team, while always keeping client outcomes at the heart of what you do.

You thrive in fast-paced environments, where accuracy and compliance are just as important as efficiency. You’re a natural problem solver, able to identify root causes and deliver sustainable improvements. You have strong communication skills and can work effectively with Financial Planners, Paraplanners, and colleagues across the business.

Most importantly, you’re a motivator – someone who inspires accountability, champions development, and leads by example.

Key Responsibilities

• Lead, coach and mentor team members, embedding a culture of accountability and high performance.
• Implement structured training, induction, and development programmes aligned to clear career pathways.
• Monitor team performance against KPIs and drive measurable improvements in quality and turnaround times.
• Build a strong “right-first-time” culture using error management frameworks, analysis, and corrective actions.
• Ensure compliance with internal policies and FCA regulatory requirements.
• Oversee work allocation and resource planning to ensure resilience across peaks and absences.
• Act as the key liaison with Financial Planners, Paraplanners, and cross-functional teams.
• Own the accuracy, completeness, and integrity of client and planner data, producing regular reports for leadership.
• Champion digital adoption, workflow standardisation, and continuous improvement initiatives.

Essential skills and experience

• Proven leadership experience in financial services.
• Strong industry knowledge and regulatory awareness.
• Demonstrable experience in performance management and team development.
• Continuous improvement mindset with ability to identify and embed efficiencies.
• Excellent interpersonal skills with a collaborative leadership style.
• High attention to detail and ability to work with data and reporting.
• Confident systems and technology user.

Desirable skills and experience

• Industry qualifications.
• Experience with Intelligent Office (IO).
• Workflow design and optimisation expertise.
• Project delivery support.
• Practical knowledge of error management frameworks.

Salary and benefits

Negotiable depending on experience and qualifications.

Attivo also offers:

• Non-contributory Pension Scheme
• Private Medical Insurance
• Income Protection
• Critical Illness Cover
• 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.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries.

Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission.

Please visit our website to view our full privacy policy for prospective employees.