Wealth Planning Team Leader reference: 0000079366

Opportunity Alert: Wealth Planning Team Leader - Drive Client Success and Team Growth

Are you a seasoned financial professional with a passion for developing talent and a commitment to exceptional client service? This Wealth Planning Team Leader position offers a compelling opportunity to make a significant impact within a dynamic Wealth Management environment. Designed for individuals who thrive on mentorship, strategic guidance, and fostering a culture of excellence, this role is ideal for those looking to shape the future of financial advice.

Advantages for Potential Candidates:

• Leadership and Mentorship Focus: This role prioritizes coaching, supervision, and day-to-day guidance, allowing you to directly influence and develop the skills of Wealth Planners and Wealth Managers. It’s a chance to truly make a difference in your team's career progression.
• Strategic Impact in Closing the Advice Gap: You'll play a crucial role in addressing the Advice Gap in the UK, guiding your team to deliver planning-led solutions that blend digital innovation with essential human connection. Your work will directly contribute to helping more individuals achieve their financial goals.
• Client-Centric Role Without Direct Client Management: By not holding your own client book, you can dedicate your expertise to empowering your team and ensuring a superior client experience for everyone. This allows for a singular focus on leadership and team enablement.
• Upholding High Standards: A core aspect of this position is ensuring advice meets rigorous suitability and regulatory standards, fostering a culture of integrity, inclusion, and care. This is an opportunity to champion best practices in a regulated industry.
• Career Development and Recognition: The role emphasizes adviser development through structured coaching and feedback, providing a clear path for your team's growth. Furthermore, the position is recognized as a Certified role under PRA & UK Financial Conduct Authority regulations, highlighting its significance and potential for professional advancement.
• Collaborative Environment: The job description highlights strong communication skills as essential, emphasizing building trust, encouraging openness, and fostering collaboration – key elements for a positive and productive work environment.
• Geographic Flexibility with a Focus on Collaboration: With potential bases in Birmingham or Manchester, and the requirement for regular travel between these sites, this role offers a degree of flexibility while encouraging cross-site teamwork and knowledge sharing.

Key Considerations for Your Career Path:

• Essential Qualifications: A recognized financial planning qualification at RDR Level 4 or above is a non-negotiable requirement. Ensure your credentials meet this standard.
• Regulatory Experience is Key: Significant experience supporting financial professionals in a regulated setting, with a deep understanding of suitability and responsible business practices, is crucial for success.
• People-First Mentality: The role strongly emphasizes a "people-first" approach and experience in helping others grow. If your passion lies in nurturing talent and client-focused advice, this is a strong match.
• Organizational and Communication Skills: The ability to balance priorities, support team development, and uphold regulatory standards, coupled with excellent communication, is vital. A clear, organized, and collaborative working style will be highly beneficial.
• Adaptability and Business Acumen: Curiosity, openness to change, and a focus on identifying opportunities and removing obstacles are highly valued. The role will also assess critical skills such as risk and controls, change and transformation, business acumen, strategic thinking, and digital capabilities.
• Understanding of the Business Landscape: While not holding your own clients, an understanding of how to build and maintain client pipelines, including prospecting and segmentation, can be advantageous in guiding your team's strategies.
• Commitment to Values: Alignment with the Barclays Values (Respect, Integrity, Service, Excellence, Stewardship) and Mindset (Empower, Challenge, Drive) is expected, demonstrating a shared commitment to ethical conduct and high performance.

This Wealth Planning Team Leader position offers a unique blend of leadership, strategic influence, and a profound impact on both team members and client financial well-being. If you are driven by a desire to elevate financial advice and foster a high-performing team, this opportunity warrants serious consideration for your career trajectory.