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 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.,

• 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.

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalated breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L
  - Listen and be authentic, E
  - Energise and inspire, A
  - Align across the enterprise, D
  - Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and…