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Advisory & Wealth Planning Strategy Lead

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: Barclays UK
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Location: Greater London

A leading financial institution in the UK is seeking an Advisory and Wealth Planning Journey Lead. This role will focus on ensuring the Advisory Strategy is delivered while coordinating with Operations and Technology teams. Responsibilities include managing local platform strategy, overseeing client journey, and boosting operational efficiency. Ideal candidates should possess significant experience in Advisory & Wealth Planning, an ability to navigate complex programs, and a strong background in the Private Banking sector.

The role offers opportunities for leadership and collaboration with senior management.
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