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Wealth Planning Team Lead & Coach
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-07-09
Listing for:
BARCLAYS
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
BARCLAYS is seeking a Wealth Planning Team Leader in Liverpool to support Wealth Planners and Managers in delivering exceptional client advice. Your role includes coaching the team to foster relationships and ensuring compliance with regulatory standards.
This position is vital within our Wealth Management Business, focusing on service quality and client experience. Ideal candidates will possess a recognised financial planning qualification and experience in a regulated environment. Regular travel between Manchester and Liverpool will be required.
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