Planning Support Team Leader at Attivo leading a high-performing administration team in financial services. Ensuring efficiency, compliance, and client satisfaction while fostering a culture of continuous improvement.
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
Requirements
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
Industry qualifications (desirable)
Experience with Intelligent Office (IO) (desirable)
Workflow design and optimisation expertise (desirable)
Project delivery support (desirable)
Practical knowledge of error management frameworks (desirable)
Benefits
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
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