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. You’ll foster a culture of integrity, inclusion, and care. You’ll guide daily activity, encourage good practice, and ensure advice meets suitability and regulatory standards. You’ll also support adviser development through coaching, supervision, and regular feedback.
To be successful as a Wealth Planning Team Leader, you should bring:
* 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.
Some other highly valued skills may include:
* 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.
* An understanding of how to build and maintain client pipelines, including approaches to 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.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role can be based in either Birmingham or Manchester, however regular travel between the two sites will be required.
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.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
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