London-Based Wealth Planning Team Lead

Barclays UK; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Wealth Planning Team Leader in London. This role involves supporting and coaching a team to deliver exceptional client experiences while ensuring compliance with regulatory standards. The ideal candidate will have a recognized financial planning qualification, extensive experience in a regulated environment, and the ability to foster team growth. Join us to be part of a culture of integrity and inclusive care where you can empower others to excel.

Qualifications

• Essential qualification at RDR Level 4 or above.
• Experience in a regulated financial environment is necessary.
• Strong communication skills are critical for building trust.

Responsibilities

• Support a team of Wealth Planners and Wealth Managers.
• Manage relationship management initiatives and strategic direction.
• Oversee team performance and department efficiency.

Skills

Financial planning qualification at RDR Level 4 or above

Experience supporting financial professionals in a regulated setting

People-first approach with experience in client-focused advice

Communication skills

Organizational skills

Education

Recognized financial planning qualification

Job description

A leading financial institution is seeking a Wealth Planning Team Leader in London. This role involves supporting and coaching a team to deliver exceptional client experiences while ensuring compliance with regulatory standards. The ideal candidate will have a recognized financial planning qualification, extensive experience in a regulated environment, and the ability to foster team growth. Join us to be part of a culture of integrity and inclusive care where you can empower others to excel.