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Wealth planning team lead: coaching & client focus

Bournemouth
Barclays
Planner
€70,000 a year
Posted: 16h ago
The role

BANK OF BARCLAYS in Bournemouth is seeking a Wealth Planning Team Leader to support a team of Wealth Planners and Wealth Managers. You will deliver thoughtful advice, build strong client relationships, and guide your team through everyday challenges.

This role involves coaching and supervising staff while ensuring high standards of client care. Candidates should have a recognised financial planning qualification at RDR Level 4 or above and experience in a regulated financial environment.

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