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Lead financial planning supervisor, mass affluent (london)

London
Barclays
Planning supervisor
€70,000 a year
Posted: 10 June
Offer description

The BARCLAYS team is seeking a Senior Financial Planning Supervisor in London to lead the coaching and development of Wealth Planners. The role entails supervising regulated activities and ensuring compliance while enhancing the client experience.

Ideal candidates will possess a Level 4 Financial Planning qualification and experience managing advisers. Strong communication skills and in-depth regulatory knowledge are crucial. This position supports client relationship managers by optimizing portfolios and managing schedules.

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