Strategic Training & Competency Manager – Mass Affluent

Barclays UK; Greater London; On-site; GBP 65,000 - 85,000; Full time

Job summary

A prominent financial institution in London seeks a Senior Financial Planning Supervisor to lead the Mass Affluent team's supervision and development initiatives. Responsibilities include coaching Wealth Planners, ensuring regulatory compliance, and fostering a strong risk culture. The ideal candidate will have a Level 4 financial planning qualification, extensive experience in financial services, and excellent communication skills. This role offers the opportunity to contribute significantly to the team's success and compliance standards.

Qualifications

• Experience supervising and managing advisers in financial services.
• Extensive understanding of regulatory guidance and compliance.
• In-depth knowledge of retail regulated products.

Responsibilities

• Assist with supervision and development of Wealth Planners.
• Foster a culture of compliance and risk management.
• Coordinate schedules for relationship managers and clients.

Skills

Supervision and management of advisers

Strong communication skills

Risk and controls management

Financial planning knowledge

Team coaching

Education

Recognised qualification in Financial Planning (Level 4 or above)

Educated to degree level or above

Job description

A prominent financial institution in London seeks a Senior Financial Planning Supervisor to lead the Mass Affluent team's supervision and development initiatives. Responsibilities include coaching Wealth Planners, ensuring regulatory compliance, and fostering a strong risk culture. The ideal candidate will have a Level 4 financial planning qualification, extensive experience in financial services, and excellent communication skills. This role offers the opportunity to contribute significantly to the team's success and compliance standards.