Wealth Planning Academy and Delivery Manager

Wealth Planning Academy Delivery Manager

London

As a Barclays Wealth Planning Academy Delivery Manager, you will join the Wealth Management team who help clients create clear financial plans for their future, supporting them to protect, grow and enjoy the wealth they have worked hard to build. Partnering with the Delivery Lead to create a Financial Planning Academy to mobilise talent for the future, you will also design and deliver a world-class induction for colleagues joining the New Wealth proposition, and work with external providers and internal stakeholders to meet business needs.

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor', days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

What will you be doing?

• Managing the delivery and logistics for the L&D initiatives determined by the strategy for the New Wealth Academy

• Supporting the build, design and implementation of the Academy and hiring strategy with the Delivery Lead and managing the logistics for both the Academy and hiring

• Assessing and analysing training/development priorities, successes and areas of improvement on an ongoing basis

• Coordinating with stakeholders in creating training workshops and sessions virtually and face to face, working with stakeholders to ensure long-term team strategy is met

• Overseeing relationships with third party training providers, partners and consultants providing services, including content development, branding, production and delivery

• Using innovative thinking and groundbreaking solutions to develop learning material, including eLearning, videos, knowledge forums and internal expert talks

• Evaluating the success of training delivered, reporting progress, performance and recommendations to key stakeholders

• Collaborating with subject matter experts from within the business to support the embedding of new learning and the transfer of required knowledge

What we're looking for:

• Experience as a facilitator and trainer in designing, implementing and evaluating development programmes in a Regulated Financial Planning environment

• Appropriate up to date technical/product knowledge of Financial Planning products and services in the UK, with proven experience of delivering projects to a timeline and budget

• Good working knowledge of MiFID II, RDR and Consumer Duty

• Competent in the use of eLearning authoring tools, such as Learning lab

Skills that will help you in the role:

• Level 4 qualification in advising on packaged products

• Working knowledge of personal development indicators

• Understanding and knowledge of Private Banking and Wealth Management processes and systems

• A Learning and Development qualification

Where will you be working?

In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links. With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.

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