Wealth Planning Team Leader - Wealth Management

Brighton Park Bank

Ipswich, United Kingdom
**
Rdr level 4 or above financial planning qualification
Experience in regulated financial services setting
Understanding of suitability and responsible business practices
** Brighton Park Bank is seeking a Wealth Planning Team Leader for its Wealth Management division, responsible for managing relationship management initiatives and guiding a team of Wealth Planners and Managers. The ideal candidate will have a strong financial planning background, excellent communication skills, and a commitment to fostering an inclusive team culture. **

Job Summary

  • This role involves managing relationship management initiatives, setting strategic direction, and overseeing the performance of a team of Wealth Planners and Managers.
  • The position requires coaching staff to deliver thoughtful advice while ensuring all activities meet strict regulatory standards and suitability requirements.
  • You will support the bank's expansion into the Affluent segment by helping close the Advice Gap in the UK for clients with investable assets up to £3 million.

Matching Summary

Match Score: 75

** Brighton Park Bank is seeking a Wealth Planning Team Leader for its Wealth Management division, responsible for managing relationship management initiatives and guiding a team of Wealth Planners and Managers. The ideal candidate will have a strong financial planning background, excellent communication skills, and a commitment to fostering an inclusive team culture. **

Skills & Requirements

Must-have

  • RDR Level 4 or above financial planning qualification
  • Experience in regulated financial services setting
  • Understanding of suitability and responsible business practices

Nice-to-have

  • Experience supporting team growth and onboarding
  • Knowledge of client pipeline prospecting and segmentation
  • Commitment to inclusive and respectful team culture

Key Requirements

  • Recognised financial planning qualification at RDR Level 4 or above
  • Regulated setting experience with suitability knowledge
  • Certified role under PRA & UK FCA Individual Accountabilities Regulations

Work Rights

Not specified

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