Wealth Planning Team Lead & Coach

Company: BARCLAYS
Apply for the Wealth Planning Team Lead & Coach
Location: Greater Manchester
Job Description:

BARCLAYS is seeking a Wealth Planning Team Leader to support Wealth Planners and Managers in delivering exceptional client advice.

This role focuses on coaching the team, ensuring compliance with regulatory standards, and fostering a culture of integrity and care. The position involves managing relationships, implementing strategic objectives, and assessing market opportunities.

Candidates should possess an RDR Level 4 financial planning qualification and have experience in a regulated setting.

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Posted: July 9th, 2026