Wealth planning team leader - wealth management

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 is part of our Wealth Management Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client’s needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.

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 the 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 Manchester or Liverpool, 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.

Purpose of the role

To manage relationship management initiatives and set the strategic direction. Provide support to the bank's senior management team, and to manage product development risk across the organisation.

Accountabilities

• Development of strategic direction for relationship management, including the implementation of up to date methodologies and processes.
• Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness.
• Relationship management of stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services.
• Development and implementation of policies and procedures for relationship management.
• Management of relationship management risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank’s relationship management and compliance functions.
• Monitoring the financial performance of relationship management, including revenue, profitability, and cost control.
• Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities.

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.