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 based in London. The role provides subject-matter expertise and supervisory oversight for regulated activities, supporting business leadership on competency, compliance and risk frameworks. It focuses on embedding a strong controls culture and supporting the development of Wealth Planners and Wealth Managers.
Required Skills
- Financial Planning
- Client Management
- Compliance
- Risk Management
- Coaching
- Supervision
- Regulatory Knowledge
- Stakeholder Engagement
- Communication
- Project Management
Qualifications
- Level 4 Financial Planning (RDR Activity 4)
- CISI IAD
- CII
- Degree
- PRA/FCA Regulatory Qualification
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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