Additional Expectations

• Advise Key Stakeholders: Advise key stakeholders, including functional leadership teams and senior management on functional and cross-functional areas of impact and alignment.
• Manage and Mitigate Risks: Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Leadership and Accountability: Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Comprehensive Understanding: Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaboration: Collaborate with other areas of work, for business-aligned support areas to keep up to speed with business activity and the business strategies.
• Analytical Thought: 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.
• Research and Problem Solving: Adopt and include the outcomes of extensive research in problem-solving processes.
• Relationship Building: 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.
• Barclays Values and Mindset:
  • Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship – our moral compass, helping us do what we believe is right.
  • Demonstrate the Barclays Mindset – to Empower, Challenge, and Drive – the operating manual for how we behave.

Join Us

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.

Requirements

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.

Assessment

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.

Location

This role can be based in either Manchester or Liverpool, however regular travel between the two sites will be required.

Regulatory Requirements

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.

Our Work Experience

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard-working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.