CrawlJobs Logo

Senior Financial Planning Supervisor

barclays.co.uk Logo

Barclays

Location Icon

Location:
United Kingdom , Birmingham ▼

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Join us as a Senior Financial Planning Supervisor in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems.

Job Responsibility:

  • Assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business
  • Instilling a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme
  • Providing overall support to the business head with regards to sales and suitability framework
  • Fostering a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems
  • Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
  • Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication
  • Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities
  • Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions
  • Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations
  • Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries
  • Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager
  • Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences
  • Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services
  • Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees
  • Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices

Requirements:

  • A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc)
  • Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets
  • Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards
  • In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance
  • Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively

Nice to have:

  • Relevant supervisory experience across the UK market
  • Educated to degree level or above
  • Proven ability to establish and sustain clear operational process for teams of people
What we offer:
  • Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
  • Health and wellness
  • A place where you can belong
  • Collaborative Areas
  • More than work
  • Flexible working arrangements
  • Hybrid working

Additional Information:

Job Posted:
January 11, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Barclays - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Financial Planning Supervisor

Audit Staff Accountant / Audit Senior Associate / Audit Supervisor

Johnson, Stone & Pagano, P.S. is a premier professional service firm based in th...
Location
Location
United States , Fircrest, WA
Salary
Salary:
67000.00 - 100000.00 USD / Year
jspcpa.com Logo
Johnson, Stone and Pagano
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A bachelor's or master's degree in accounting or other business degree (with accounting emphasis)
  • Previous professional experience is a plus
  • CPA license (preferred, but not required)
  • Strong team mindset, adaptability skills and ability to identify and make efficiency improvements
  • Ability to communicate clearly in writing or verbally
  • Ability to multitask with multiple projects
  • Highly motivated, driven and takes initiative
  • Willing to learn, open to feedback and recognize contributions of others
  • Ability to use good judgement and intuition amongst everyday interactions with staff and clients
  • Ability to establish and maintain effective working relationships with co-workers and clients
Job Responsibility
Job Responsibility
  • Team up directly with audit supervisors, managers, and shareholders in providing audit and attest services to clients in several industries
  • Gain exposure to various aspects of audit and attest projects, including preparing financial statements in accordance with U.S. GAAP
  • Develop working relationships with clients, develop as a professional and expert in accounting and financial reporting
  • Opportunity to participate in and influence firm initiatives
  • Lead and help manage multiple audit engagement teams, overseeing planning, execution, and preparation of financial statements in accordance with U.S. GAAP
  • Serve as the point of contact for clients, building and maintaining strong professional relationships with client senior management
  • Provide technical guidance and training to audit staff, fostering professional development and knowledge sharing
  • Identify and implement process improvements to enhance audit quality and efficiency
  • Participate in firm initiatives, committees, and strategic projects, contributing to the growth and direction of the audit department
  • Monitor engagement budgets and timelines, ensuring projects are completed within scope and client expectations are met
What we offer
What we offer
  • 40-hour work week except for busy season – max of 50 hours (Feb, March, September & October)
  • 5 weeks compensated time off (CTO) annually
  • paid holidays
  • Insurance (Medical, dental, vision and group term life)
  • benefits to include PT employees
  • 401(k) Plan, with Safe Harbor match
  • Flexible Spending Account
  • Health Savings Account
  • Continuing professional education and professional licensing
  • Business expense and mileage reimbursement
  • Fulltime
Read More
Arrow Right

Tax Senior Associate or Tax Supervisor

Are you a seasoned tax professional looking for the next step in your career? We...
Location
Location
United States , Kennesaw
Salary
Salary:
Not provided
regalexecutivesearch.com Logo
Regal Executive Search
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Certified Public Accountant (CPA) Required – Must hold an active CPA license
  • Minimum of 3-5 years in public accounting, with a focus on tax consulting
  • Deep understanding of federal and state tax codes, regulations, and compliance
  • Ability to identify tax-saving opportunities and develop innovative strategies
  • Adept at managing client relationships and mentoring staff
  • Proficiency in tax preparation software and financial systems (Ultra Tax experience a bonus)
Job Responsibility
Job Responsibility
  • Lead tax engagements for businesses and individuals, ensuring compliance and strategic tax planning
  • Provide expert guidance on tax strategies, regulations, and opportunities for clients
  • Review and oversee tax returns, ensuring accuracy and efficiency
  • Mentor and train junior tax staff, fostering professional development within the team
  • Stay up to date with evolving tax laws and regulations to provide proactive client solutions
  • Meet productivity and efficiency standards (billable hours)
Read More
Arrow Right

Senior Accountant – Government Auditing

BLS is seeking a professional with advanced technical skills and experience work...
Location
Location
Salary
Salary:
Not provided
belfint.com Logo
Belfint Lyons & Shuman, P.A
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting
  • 3-4 years public accounting experience in an audit or accounting environment with emphasis on government accounting
  • Strong organizational skills
  • Attention to detail
  • CPA certification or evidence of working towards certification
  • Working knowledge of government audit compliance
  • Ability to work independently
  • Some supervisory experience and client relations skills
  • Experience with Data Analysis software such as IDEA
  • Working knowledge of ProSystems software, Thomson Reuters Checkpoint, Microsoft Office, and other programs related to accounting and auditing
Job Responsibility
Job Responsibility
  • Planning and executing the full scope of audit, review and accounting engagements for government entities, entities that receive government awards, and other audit organizations with Generally Accepted Auditing Standards and Yellow Book
  • Performing single audits in accordance with Uniform Guidance
  • Acting as primary liaison between the client and the Supervisor, Manager, or Director
  • Preparing, reviewing, and analyzing various financial statements
  • Staying compliant with pronouncements of professional and other regulatory groups
  • Mentoring of new staff on assignments, while simultaneously performing efficiently on engagements
What we offer
What we offer
  • Flexible work options
  • Career advancement
  • Nurturing, open-door environment
  • Resources and tools needed to succeed
  • Ongoing training
  • Mentoring to guide you through your career
Read More
Arrow Right

Audit Manager

Lauterbach, Borschow & Co. (Lauterbach) is looking for a dynamic Audit Manager t...
Location
Location
United States , El Paso
Salary
Salary:
Not provided
lb-cpa.com Logo
Lauterbach Financial Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BS/BA Degree in Accounting or equivalent degree
  • CPA Certification
  • 4+ years of current or recent experience in a public accounting environment
  • Experience leading teams and mentoring associates
  • Understanding of audit services with knowledge of GAAP, GAAS, GAGAS, GABB and FASB regulations
  • A proven record of building profitable, sustainable client relationships
  • Minimum of 4 years of team-led or supervisory experience overseeing staff on multiple engagements
Job Responsibility
Job Responsibility
  • Provide timely, high-quality client service that meets or exceeds client expectations including coordinating the attestation requirements of assigned engagements along with other client deliverables
  • Properly assess risk with design and communicate audit procedures to engagement teams
  • Understand and utilize Lauterbach, Borschow & Co.’s Audit Methodology
  • Manage multiple engagement teams and prepare end-of-engagement evaluations for staff
  • Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process
  • Identify technical accounting matters early and assess impact on financial statements
  • Supervise Audit Seniors and Supervisors on engagement teams and facilitate field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
  • Maintain contact with clients throughout the year to understand impact of significant developments in client’s business and assess impact on current-year audit engagements
  • Develop others within the Firm through facilitating levels-based or industry training, advising on career development or participating in other Firm initiatives
  • Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
Read More
Arrow Right

Public Relations Account Director

This full-time Hotwire role is hybrid and open to candidates located within 100 ...
Location
Location
United States , New York; San Francisco
Salary
Salary:
98000.00 - 137000.00 USD / Year
hotwireglobal.com Logo
Hotwire
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong experience in agency as a Senior Account Manager/Senior Account Supervisor, Director or in-house communications PR Director
  • B2B technology sectors (FinTech, Cybersecurity, Emerging Tech, Industrial Tech, Enterprise Tech, Marketing & e-Commerce)
  • A love for storytelling and media strategy and media relations with large global brands
  • Experience supporting corporate communications programs that include working with C-suite executives (including CEO) on external communications including building and making recommendations external communications programs for executives
  • Experiences with financial comms and earnings announcements with publicly traded companies
  • Quirkiness – Not afraid to speak up and own your ideas
  • An obsession with continuous improvement
  • Curiosity about how the business works how you contribute to the organizations success
  • A drive to produce excellent work
  • Pragmatic and goal oriented mindsets
Job Responsibility
Job Responsibility
  • Own client relationships and manage accounts spanning all B2B technology sectors (FinTech, Emerging Tech, Cybersecurity, Industrial Tech, Enterprise Tech, Marketing & e-Commerce)
  • Execute efficient and effective Financial and Corporate Communication plans
  • Deliver excellent client service across a group of client accounts
  • Demonstrate account and team leadership of the highest standards
  • Contribute to the success of the agency by contributing to business development and product development
  • Retain and promote top performing direct reports
  • Ensure direct reports meet utilization targets
  • Drive the new business development effort (manage a lead from start to finish) and win new accounts as needed to maintain oversight of account revenue
  • Display proficiency with Microsoft Office tools, especially PowerPoint, Excel and Word.
What we offer
What we offer
  • Flexibility
  • Global Reach & Opportunity
  • Strong benefits package includes paid time off, holidays, sick leave, cultural celebration days off, paid time off for community involvement, medical, dental and vision insurance, disability and life insurance, 401K match and a paid 6-week sabbatical after every 4 years of continuous employment
  • Hotwire offers a variety of bonus opportunities including business development, annual company bonuses and referral bonuses
  • Additional benefits include wellness allowance, internet, and phone reimbursement
  • Development Opportunities
  • Autonomy
  • Variety
  • Our Amazing Team.
  • Fulltime
Read More
Arrow Right

Financial Services Audit Senior / Supervisor

We are looking to recruit a Financial Services Audit Senior or Supervisor to wor...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified CA (or equivalent) and above
  • Part-qualified candidates may be considered subject to experience
  • Able to develop and maintain strong relationships with clients, contacts and colleagues
  • Great organisational skills and with a pro-active approach to your work
  • Relevant experience in this or a similar role is preferred
  • Excellent communication skills with the ability to positively impact and influence others
  • A leader of your work and your professional learning
Job Responsibility
Job Responsibility
  • Completing or overseeing the Audit planning documentation
  • Arranging the timing of the Audit work with the Audit Manager responsible for the client
  • Planning, scheduling, and delegating work to Audit Assistants, as available, ensuring the most complex work is completed as soon as practical
  • the Audit Assistants are supported as necessary to complete their work to the standard required
  • work expected from the client which is incomplete is passed back to the client and is noted for the manager’s attention
  • and the Audit work is completed on time and to a high standard
  • Briefing, training and debriefing Audit Assistants, giving formal feedback as required
  • Liaising with client staff and building effective relationships with them
  • Monitoring budgeted versus actual time spent, flagging up scope issues, fieldwork issues and overruns to the Audit Manager on a timely basis
  • Keeping the client’s staff informed of progress and issues while maintaining confidentiality
  • Fulltime
Read More
Arrow Right
New

Financial Services Audit Senior or Supervisor

We are looking to recruit a Financial Services Audit Senior or Supervisor to wor...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified CA (or equivalent) and above
  • Part-qualified candidates may be considered subject to experience
  • Able to develop and maintain strong relationships with clients, contacts and colleagues
  • Great organisational skills and with a pro-active approach to your work
  • Relevant experience in this or a similar role is preferred
  • Excellent communication skills with the ability to positively impact and influence others
  • A leader of your work and your professional learning
Job Responsibility
Job Responsibility
  • Completing or overseeing the Audit planning documentation
  • Arranging the timing of the Audit work with the Audit Manager responsible for the client
  • Planning, scheduling, and delegating work to Audit Assistants
  • Briefing, training and debriefing Audit Assistants, giving formal feedback as required
  • Liaising with client staff and building effective relationships with them
  • Monitoring budgeted versus actual time spent, flagging up scope issues, fieldwork issues and overruns to the Audit Manager on a timely basis
  • Keeping the client’s staff informed of progress and issues while maintaining confidentiality
  • Managing the day-to-day Audit work
  • Flag up issues and concerns to the Audit Manager at an early stage
  • Train Assistants as needed
  • Fulltime
Read More
Arrow Right

Accounting Manager/Supervisor

An exciting opportunity for an Accounting Manager/Supervisor in Maple Grove, Min...
Location
Location
United States , Maple Grove
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience in a similar role as Accounting Manager or Supervisor, or Senior Accountant ready for that next step
  • Proficiency in Accounting Software Systems is required
  • Familiarity and working knowledge of ERP - Enterprise Resource Planning is necessary
  • Must have experience handling Accounting Functions
  • Experience in managing Accounts Payable (AP) is ideal
  • The candidate must possess Auditing skills
  • Must have experience in Month End Close procedures
  • The candidate should have skills in Account Reconciliation
Job Responsibility
Job Responsibility
  • Supervise and manage accounting functions to ensure efficient operations
  • Utilize accounting software systems and ERP - Enterprise Resource Planning tools for streamlined processes
  • Oversee accounts payable (AP) to maintain financial accuracy
  • Perform month end close activities and account reconciliation tasks to ensure financial accuracy
  • Conduct auditing activities to ensure compliance with financial regulations
  • Implement A to Z accounting practices to maintain fiscal stability
  • Liaise with the CFO, providing regular reports and updates
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy