Investment Consultant supporting institutional clients in their strategic investment decisions implementation. Collaborating with investment specialists to translate strategies into actionable solutions.
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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