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Wealth Planning Team Lead, Mass Affluent
Job in
Ipswich, Suffolk County, IP1, England, UK
Listed on 2026-03-04
Listing for:
Barclays
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Planning Team Leader in Ipswich. In this role, you will support Wealth Planners and Managers, focusing on coaching and supervision. The ideal candidate will have a recognised financial planning qualification at RDR Level 4, experience in a regulated financial setting, and strong communication skills. You will foster a team culture of integrity and inclusion while ensuring compliance and high standards of care for clients.
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