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Wealth Planning Team Leader
3 months ago
Wealth Planning Team Leader
London
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.
As a Barclays Wealth Planning Team Leader, you will join a team of specialists within Private Banking & Wealth Management, responsible for managing a team of Wealth Planners and Wealth Managers.
This is an exciting opportunity where you will be accountable for delivering best-in-class service to the client, an exemplary team performance - measured by exceeding revenue and net new asset targets, quality sales management and meeting the highest risk and business assurance standards in the industry.
Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation.
We offer careers that provide endless opportunity - helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.
What will you be doing?
- Driving revenue and asset gathering through effective sales management of the team, providing top quality leadership and supervision, without your own book of clients
- Achieving and exceeding team asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
- Providing sales leadership and direction for the team as well as developing and executing the team strategy and driving consistent, highquality delivery
- Growing individual Wealth Planner revenue and asset gathering through effective sales management & coaching
- Supporting the acquisition, servicing, development and retention of clients to achieve the business plan
- Creating a culture where team members deliver all the relevant standards associated with the Client Advisory Framework (CAF) and Barclays Values
- Identifying opportunities and implement solutions that enhance the client experience and increase share of wallet
- Demonstrating a growth mindset, keeping senior management informed of opportunities and threats within the business environment, suggesting ways to improve where needed
What we're looking for:
- CF30 Customer Function registration, with appropriate professional qualifications for supervising FCA Approved Persons
- Compliance with requirements under RDR from January 201
- A financial planning qualification with a minimum of level
- Full compliance with the FCA's Statements of Principle for Code of Practice for Approved Persons (APER)
Skills that will help you in the role:
- Excellent interpersonal and communication skills
Where will you be working?
In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links.
With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.
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