Senior Financial Planning Supervisor
Barclays(1 month ago)
About this role
Senior Financial Planning Supervisor in the Mass Affluent team within Private Bank & Wealth Management. The role provides subject-matter expertise and management support for Wealth Planners and Wealth Managers, ensuring regulatory standards and risk controls are upheld; based in Birmingham or Manchester.
Required Skills
- Supervision
- Coaching
- Financial Planning
- Compliance
- Risk Management
- Stakeholder Engagement
- Communication
- Portfolio Analysis
- Training
- Regulatory Knowledge
+2 more
Qualifications
- Level 4 Financial Planning Qualification (e.g. CISI IAD, CII)
- Degree (Desirable)
- PRA & FCA Certified Role / Regulatory Qualifications
About Barclays
home.barclaysBarclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
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