Financial Planning Training Lead (Mass Affluent)

  • Barclays
  • City, Birmingham
  • Jan 09, 2026
Full time Banking

Job Description

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.