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Wealth Planning Team Lead: Coaching & Client Focus
Job in
Guildford, Surrey County, GU1, 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
BARCLAYS is seeking a Wealth Planning Team Leader to support a team of Wealth Planners and Managers. In this role based in Guildford, Bournemouth or Southampton, you'll provide coaching and supervision to deliver high-quality client services and uphold regulatory standards.
The ideal candidate will have a financial planning qualification at RDR Level 4 or above, and substantial experience in a regulated environment. You will enhance team development, build positive client relationships, and foster a culture of inclusion and growth.
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