Wealth Planning Team Leader - Wealth Management

Barclays • Liverpool, TX

18h • Hybrid

About The Position

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

• A recognised financial planning qualification at RDR Level 4 or above.
• Experience supporting financial professionals in a regulated setting.
• 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.
• Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship.
• Demonstrate the Barclays Mindset – to Empower, Challenge and Drive.
• 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.

Nice To Haves

• 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.
• Experience in assessing 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.

Responsibilities

• Manage relationship management initiatives and set the strategic direction.
• Provide support to the bank's senior management team.
• Manage product development risk across the organisation.
• Develop strategic direction for relationship management, including the implementation of up to date methodologies and processes.
• Manage relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness.
• Manage relationships with stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services.
• Develop and implement policies and procedures for relationship management.
• Manage 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.
• Monitor the financial performance of relationship management, including revenue, profitability, and cost control.
• Conduct thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities.
• 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, define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes.
• 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.
• Demonstrate leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.
• Be a subject matter expert within own discipline and guide technical direction (for individual contributor roles).
• 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 (for individual contributor roles).
• Train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions (for individual contributor roles).
• 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.
• Perform in-depth analysis with interpretative thinking 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.
• Support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care.
• Focus on coaching, supervision, and day-to-day guidance for the team.
• Help the team grow while ensuring clients receive a seamless and supportive experience.
• Guide daily activity, encourage good practice, and ensure advice meets suitability and regulatory standards.
• Support adviser development through coaching, supervision, and regular feedback.

Benefits

• Support for clients with investable assets up to £3 million.
• Planning-led proposition offers clear and accessible investment options shaped around each client’s needs.
• Seamless experience that blends digital channels with adviser support.
• Fostering a culture of integrity, inclusion, and care.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree