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Wealth Planning Lead — Coaching & Strategy
Job in
Manchester, Greater Manchester, M9, England, UK
Listed on 2026-06-19
Listing for:
Barclays Bank Plc
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Barclays Bank Plc is looking for a Wealth Planning Team Leader in Manchester who will support Wealth Planners and Managers in delivering high-quality advice, fostering strong client relationships, and maintaining regulatory standards. You will coach your team, implement strategic initiatives, and ensure effective management of client relationships.
The ideal candidate holds a recognised financial planning qualification at RDR Level 4 and has experience in the financial services sector. Strong communication skills and a commitment to a people-first approach are essential. Regular travel to Liverpool is expected.
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