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Financial Planning Training Lead; Mass Affluent

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Barclays
Apprenticeship/Internship position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Manager, Corporate Finance
  • Management
    Financial Manager
Salary/Wage Range or Industry Benchmark: 100000 - 125000 GBP Yearly GBP 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning Training Lead (Mass Affluent)
A leading financial institution seeks a Training & Competency Manager in Financial Planning to join their Mass Affluent team in Birmingham or Manchester. This role involves supervising, coaching, and developing Wealth Planners and Managers while fostering a strong risk and controls culture. Candidates should have a recognised qualification in Financial Planning and experience in supervising advisers. The position focuses on enhancing client experiences and ensuring regulatory compliance through effective leadership and technical guidance.
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