Welcome to Barclays, one of the world's leading financial institutions with a rich history of over 300 years. We are currently seeking a motivated and experienced Wealth Planning Team Leader to join our team and lead our Wealth Planning department. This is a unique opportunity for an individual who is passionate about wealth management, has strong leadership skills, and is committed to delivering exceptional service to our clients. If you have a proven track record in managing a team, a deep understanding of wealth planning, and a desire to drive results, we invite you to apply for this role.
- Lead and manage the Wealth Planning department, ensuring the team is aligned with the overall goals and objectives of Barclays.
- Develop and implement strategies to drive business growth and increase client satisfaction within the Wealth Planning department.
- Set performance goals and expectations for the team and provide regular feedback and coaching to ensure high-quality work.
- Serve as a subject matter expert in wealth management and provide guidance and support to team members as needed.
- Collaborate with other departments and teams within Barclays to ensure a seamless and integrated approach to wealth planning services.
- Build and maintain strong relationships with clients, understanding their needs and providing personalized solutions.
- Stay updated on industry trends and changes in regulations and communicate these to the team to ensure compliance.
- Monitor and analyze key performance indicators to identify areas for improvement and implement corrective measures as needed.
- Foster a positive and inclusive work environment, promoting teamwork, collaboration, and professional development within the team.
- Represent Barclays and the Wealth Planning department at external events and conferences to promote the brand and attract potential clients.
Bachelor's Or Master's Degree In Finance, Accounting, Or A Related Field.
Minimum Of 5 Years Of Experience In Wealth Planning And Financial Advisory Services.
Strong Leadership Skills And Experience Managing A Team Of Wealth Planners.
In-Depth Knowledge Of Investment Products, Financial Planning Strategies, And Tax Laws.
Excellent Communication And Interpersonal Skills With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Risk Management
Financial Analysis
Financial Planning
Team Management
Leadership
Investment Strategy
Portfolio Management
Asset allocation
Wealth planning
Estate Planning
Client Relationship
Tax Planning
Communication
Conflict Resolution
Customer Service
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth Planning Team Leader in London, UK is between £50,000 to £80,000 per year. However, this can vary depending on the specific company, experience level, and qualifications of the individual. Some top-performing Wealth Planning Team Leaders in London may earn upwards of £100,000 per year.
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Barclays plc is a British multinational investment bank and financial services company, headquartered in London. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.

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