Barclays
Wealth Planning Team Leader - Wealth Management
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Join us as a Wealth Planning Team Leader
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 be successful as a Wealth Planning Team Leader, you should bring:
- A recognised financial planning qualification at RDR Level 4 or above—this is essential.
- Experience supporting financial professionals in a regulated setting, with a good understanding of suitability and responsible business practices.
- A people-first approach, with experience helping others grow and deliver thoughtful, client-focused advice.
- Communication skills that build trust, encourage openness, and support collaboration.
- A clear and organised way of working, with the ability to balance priorities, support team development, and uphold regulatory standards.
Some Other Highly Valued Skills May Include
- Experience across financial services, especially in retail regulated products, asset management, and financial planning.
- Familiarity with supporting team growth—welcoming new colleagues, helping them settle in, and encouraging ongoing learning.
- An understanding of how to build and maintain client pipelines, including approaches to prospecting and segmentation.
- A commitment to creating an inclusive, respectful team culture that reflects our values.
- Curiosity and openness to change, with a focus on finding opportunities, removing obstacles, and helping the business evolve.
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You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role can be based in either Manchester or Liverpool, however regular travel between the two sites will be required.
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Purpose of the role
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.
Accountabilities
- 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.
Vice President Expectations
- 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 escalate 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 senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
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All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
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