Wealth Planning Team Leader
Barclays
Barclays Birmingham, England
Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care. Your focus will be on coaching, supervision, and day‑to‑day guidance—helping your team grow while ensuring clients receive a seamless and supportive experience.
This role sits within our Wealth Management business, supporting the Mass Affluent and Affluent segments. You’ll help close the Advice Gap in the UK by guiding your team to offer planning‑led solutions that combine digital tools with human connection.
You won’t hold your own client book. Instead, you’ll create space for others to succeed and ensure every client journey is well‑supported and compliant. You’ll help your team deliver meaningful advice and build lasting relationships, fostering a culture of integrity, inclusion, and care.
Key Responsibilities
* Coaching, supervision and day‑to‑day guidance of the Wealth Planning team.
* Ensuring client advice meets suitability and regulatory standards.
* Supporting adviser development through coaching, supervision and regular feedback.
* Fostering a culture of integrity, inclusion, and care within the team.
Qualifications
* A recognised financial planning qualification at RDR Level 4 or above—this is essential.
* Experience supporting financial professionals in a regulated setting, with a good understanding of suitability and responsible business practices.
* A people‑first approach, with experience helping others grow and deliver thoughtful, client‑focused advice.
* Communication skills that build trust, encourage openness, and support collaboration.
* A clear and organised way of working, with the ability to balance priorities, support team development, and uphold regulatory standards.
Additional Preferred Skills
* Experience across financial services, especially in retail regulated products, asset management, and financial planning.
* Familiarity with supporting team growth—welcoming new colleagues, helping them settle in, and encouraging ongoing learning.
* Understanding of how to build and maintain client pipelines, including prospecting and segmentation.
* A commitment to creating an inclusive, respectful team culture that reflects our values.
* Curiosity and openness to change, with a focus on finding opportunities, removing obstacles, and helping the business evolve.
Location & Travel
This role can be based in either Birmingham or Manchester. Regular travel between the two sites will be required.
Legal and Regulatory
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Management and Manufacturing
Industries
Banking and Financial Services
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