Wealth Planning Team Leader - Wealth Management Job at Barclays (Bournemouth)

New

Wealth Planning Team Leader - Wealth Management

Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth ...

Location

United Kingdom , Greater Manchester; Liverpool

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised financial planning qualification at RDR Level 4 or above
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

Job Responsibility

Support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care
Coaching, supervision, and day-to-day guidance—helping your team grow while ensuring clients receive a seamless and supportive experience
Help your team deliver meaningful advice and build lasting relationships
Foster a culture of integrity, inclusion, and care
Guide daily activity, encourage good practice, and ensure advice meets suitability and regulatory standards
Support adviser development through coaching, supervision, and regular feedback

What we offer

Wellness rooms
Gyms
Mental health support
Collaborative areas
On-site cafeterias
Fitness centers
Tech-equipped workstations
Health and wellness
A place where you can belong
Inclusive culture

Fulltime

New

Wealth Management Regional Director - South

A Director-level leader accountable for Planning & Advice Distribution performan...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk
Experience leading multi-team / regional distribution environments
Strong understanding of regulated advice processes, suitability, and client outcomes
Experience coaching leaders and improving performance at scale
Solid analytical capability, including identifying performance trends, drawing insights, and making data-driven decisions
Skilled in establishing and nurturing stakeholder relationships across interconnected strategic agendas

Job Responsibility

Accountability for regional outcomes across commercial outcomes, client experience and adviser productivity
Take responsibility for pan WM business initiatives where required
Lead delivery through Team Leaders, ensuring alignment, pace, and consistent execution across all teams
Use MI, forecasting, and performance insight to identify trends, address gaps, and drive targeted interventions
Maintain clear visibility of regional performance, risks, and opportunities
Partner with other regional directors to drive alignment in key priorities and ways of working
Lead, coach, and develop Team Leaders, ensuring effective leadership of their teams
Retain accountability for the regional Wealth Planner and Wealth Manager population, with clear oversight of performance, capability, and outcomes through Team Leaders
Set clear expectations on standards, behaviours, and productivity across the region
Build a strong, consistent performance culture, with clear accountability and follow-through

Fulltime

Financial Services / Workflow Team Leader

Brook Street Recruitment is working on behalf of our Financial Services client w...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Previous experience within financial services, wealth management, IFA practices, or similar regulated environments
Strong understanding of operational and administrative processes within advice firms
Experience using CRM/back-office systems such as Intelliflo, X-Plan, Curo, Adviser Office, or equivalent
Excellent organisational and workload management skills
Strong communication and stakeholder management abilities
Ability to manage multiple priorities in a fast-paced environment
High attention to detail and commitment to accuracy

Job Responsibility

Manage and oversee the allocation of work across administration, para-planning, and adviser support teams
Monitor workflow queues and task pipelines within back-office/CRM systems such as Intelliflo, X-Plan, Adviser Office, Salesforce, or similar platforms
Ensure tasks are prioritised effectively and completed within agreed service standards and deadlines
Identify workflow bottlenecks and proactively re-balance workloads where required
Track overdue or high-risk tasks, escalating issues appropriately to management
Provide day-to-day leadership, guidance, and support to operational and workflow teams
Assist team members with queries, process interpretation, and problem-solving
Support on boarding and training of new staff on workflow procedures and systems
Conduct regular team check-ins and contribute to performance reviews and development discussions
Promote a collaborative, proactive, and solutions-focused working culture

Fulltime

Private Banker Team Leader

The Private Banker Team Lead drives market strategy, leads hiring and talent dev...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Must be CACS 1 & 2 certified
Regulated by MAS (Monetary Authority of Singapore)
Experience in driving market strategy, leading hiring and talent development, and managing team KPIs and sales performance
Experience in providing senior oversight of client activity and banker development
Experience in maintaining strong governance and risk discipline
Experience in cultivating a high‑performing, client‑centric team culture
Experience in establishing and nurturing profitable partnerships with corporate and individual clients
Experience in management of client relationships to identify financial goals, challenges, and risk tolerance
Experience in research and understanding of client's industry trends, regulatory landscape, and competitive environment
Experience in design of customised solutions

Job Responsibility

Drive market strategy
Lead hiring and talent development
Manage team KPIs and sales performance
Provide senior oversight of client activity and banker development
Maintain strong governance and risk discipline
Cultivate a high‑performing, client‑centric team culture
Ensure the team executes a focused and commercially aligned business plan
Establish and nurture profitable partnerships with both corporate and individual clients
Act as the bridge between the bank's offerings and clients' needs
Manage client relationships to identify financial goals, challenges, and risk tolerance

What we offer

Structured hybrid working
Supportive and inclusive culture and environment
Opportunity to explore flexible working arrangements
Office designed to optimise well-being
Integrated live-work-play development with shops, restaurants, gyms
Great location in Marina Bay with convenient commute options and excellent views
Access to eco-friendly facilities like an eco-farm
Work in one of the wealthiest and safest cities in the world
Richly diverse, wholly inclusive environment
Commitment to inclusion and opportunities

Fulltime

Wealth Lending Technology Team Lead

The Applications Development Senior Group Manager is a senior management level p...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of relevant experience
10+ years of managerial experience
Experience with wholesale and retail lending products
Experience adopting ML/AI solutions in the lending space
Working knowledge of the industry and competitors’ products and services
Advanced knowledge of strategic direction of the function within relevant part of the business
Demonstrated leadership, management, and development skills
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred

Job Responsibility

Own the end-to-end technology strategy, architecture, and delivery for large-scale wealth-lending platforms spanning securities-based lending, structured credit, mortgages, and bespoke lending products
Set the technical and architectural north star while remaining hands-on with critical designs, complex problem solving, code reviews, and high-impact delivery decisions
Apply exceptional analytical thinking and fluid intelligence to solve highly ambiguous, multi-dimensional business, risk, and regulatory problems with scalable technology solutions
Translate complex wealth-lending, collateral management, risk, capital, and regulatory requirements into resilient, extensible, and future-proof platform architectures
Lead and scale a large, globally distributed engineering organization, driving clear accountability, strong execution discipline, and a culture of engineering excellence
Partner as a trusted technology advisor to senior business, risk, operations, and compliance leaders, influencing product strategy and operating model decisions
Drive multi-year platform modernization initiatives, including system consolidation, cloud adoption, API-first and event-driven architectures, and automation of manual lending workflows
Balance near-term delivery commitments with long-term platform sustainability, ensuring technical debt, resiliency, and scalability are actively managed
Establish and govern engineering standards across security, resiliency, performance, data quality, and regulatory compliance in a highly controlled environment
Leverage deep domain expertise in wealth lending to identify opportunities for straight-through processing, cost reduction, risk mitigation, and increased lending penetration

Fulltime

Svp – Wealth Business Risk And Controls – Business Regulatory Risk Management

Individuals in Risk Assessment & Controls' design are responsible for developing...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 8-10 years of experience in regulatory change management, compliance, audit, or other control-related functions in the financial services industry
Demonstrated experience with regulatory inventory management and internal control programs
Strong understanding of relevant financial services regulations (e.g., AML, KYC, consumer protection, data privacy, prudential regulations) is highly valued
Exceptional analytical skills with the ability to interpret complex regulatory texts, assess their practical implications, and identify root causes of risk
Excellent written and verbal communication skills, with the ability to articulate complex issues clearly and concisely to diverse audiences, including senior management and regulators
Proven project management and organizational skills, with the ability to manage multiple priorities and meet tight deadlines
High level of attention to detail and accuracy
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with governance, risk, and compliance (GRC) tools is a plus
Education: Bachelor's/University degree or equivalent experience

Job Responsibility

Regulatory Change Management: Actively collaborating with business to identify, evaluate, and manage regulatory adherence risks arising from the definition of business strategy, development of new products and services, changes in regulations or internal policies, or from business-led changes
Working with business, Legal & ICRM to facilitate regulatory change management activities by performing comprehensive impact assessments of regulatory changes on existing business processes, policies, procedures, systems, data requirements, and the overall control environment
Develop and implement structured project plans for the timely and effective integration of regulatory changes across relevant business units
Actively collaborate with business units to identify, evaluate, and manage regulatory adherence risks arising from new regulations or internal policy changes, documenting identified gaps and required actions
Facilitate communication and training programs on regulatory changes
Track the implementation status of regulatory changes
Regulatory Review & Exam Management: Serve as Controls point of contact for all regulatory examinations, audits, and inquiries from supervisory authorities
Coordinate and facilitate all aspects of regulatory reviews, including meticulous information gathering, comprehensive document production, scheduling and logistical management of meetings, and managing clear and consistent communications between regulators and internal stakeholders
Prepare and rigorously review responses to regulatory requests
Track, monitor, and report on all regulatory findings, recommendations, and the status of remediation efforts

Fulltime

New

Senior Wealth Underwriter

About this role: Wells Fargo is seeking for a Senior Wealth Underwriter. In th...

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

June 17, 2026

Requirements

4+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning related to Underwriting of partner capital and co-invest program deals
Review, analyze, and evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness and monitor existing portfolio to identify issues that require an in-depth evaluation of variable factors
present recommendations for resolving moderately complex situations
Independently resolve moderately complex business, operational, or technical issues and lead team to meet deliverables while leveraging solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements
Develop solid understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed
Collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level managers to resolve issues and achieve goals
serve as a mentor for lower level staff
Provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations

Fulltime

New

Business Manager

Your new company Leading provider of personalised investment management and wea...

Location

United Kingdom , London

Salary:

83000.00 - 90000.00 GBP / Year

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Proven experience in business management within wealth management, private banking, or financial services.
Strong understanding of the regulatory environment and operational frameworks.
Excellent stakeholder management and communication skills.
Strong people-orientation, able to establish and maintain business relationships and motivate cross-functional teams.
Analytical mindset with the ability to interpret data and drive insights.
Experience in leading change and managing cross-functional projects.
Strong commercial acumen and client-centric approach.
Commercially astute, with a strong understanding of business dynamics and financial implications.
Confident in manipulating, analysing, and interpreting data.
Self-driven, comfortable working independently with a strong bias towards action and the ability to get things done at pace and to a high standard.

Job Responsibility

Oversee the business operations and growth within the regions.
Act as a strategic partner to regional heads, Team leaders and relationship managers to optimise business performance, and support the delivery of exceptional client outcomes.
Drive business performance, supporting regional senior leadership, ensuring efficient day-to-day business management, and leading strategic initiatives to enable growth, scalability, and regulatory compliance.
Lead the planning, coordination, and execution of business readiness activities to minimise operational risks, maximise adoption, and ensure seamless transitions for the region.
Partner with Regional Heads and Relationship Managers to deliver regional business plans and growth targets.
Monitor and report on key performance indicators (KPIs), including revenue, net new money, client acquisition, and productivity.
Support the implementation of strategic initiatives, including segmentation, pricing, and client experience enhancements.
Member of the local or FP Leadership Committee and Management Committee team driving and shaping the future success of WM.
Develop plans and goals to help the WM leadership team achieve the agreed strategy and identify priorities against long-term and short-term directives.
Ensure that the wealth management business is fully prepared for the successful implementation of new products, services, operating model changes, technology, and regulatory changes.

What we offer

A company pension - 9% non-contributory or 10% if you contribute 5%.
Private medical insurance - Individual on joining, family after 1 years' service.
Life assurance - 8 x salary
Income protection - 75 % salary
Company share scheme.
Discretionary bonus
Flexible holidays - purchase up to 5 additional days.
Green Car Scheme
Family friendly policies - enhanced family leave for parents & carers
Study support - study days and funding for courses and qualifications.

Fulltime

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Wealth Planning Team Leader - Wealth Management

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