A leading financial institution is seeking a Wealth Planning Team Leader in Birmingham to support a team of Wealth Planners and Wealth Managers. This role focuses on coaching, team development, and ensuring clients receive exceptional service. Candidates should possess a financial planning qualification at RDR Level 4 or above, and have experience within a regulated financial environment. Strong communication and organisational skills are essential to foster a collaborative team culture while upholding high standards of care and compliance.
