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Wealth Planning Team Lead: Coaching & Client Focus
Job in
Bournemouth, Dorset County, BH1, England, UK
Listed on 2026-06-20
Listing for:
BARCLAYS
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
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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