Wealth Planner

Responsibilities

• Establish and nurture profitable partnerships with corporate and individual clients through bespoke investment advice and wealth management strategies.
• Manage client relationships to identify financial goals, challenges, and risk tolerance to support data-driven insights and service improvements.
• Design customized solutions incorporating a range of products and services from the bank's portfolio to address specific client objectives.
• Provide expert guidance on investment, risk management, and wealth management, including regular updates on market trends.
• Assess financial, legal, and operational risks associated with client relationships and implement measures to minimize potential losses.
• Document all client interactions, transactions, and agreements to ensure transparency, auditability, and effective communication of findings.
• Collaborate with internal teams, such as Wealth Acquisition, to support new client growth and ensure a seamless transition for customers.

Requirements

• A recognized financial planning qualification at RDR Level 4 or above is essential.
• Working knowledge of financial markets, products, and regulatory frameworks.
• Ability to explain complex, multi-layered financial topics clearly and relevantly to clients.
• Proficiency in using digital tools to support client engagement and conversations.
• Strong risk management skills and a commitment to maintaining high standards of compliance.

Preferred Qualifications

• Experience engaging with internal teams and external networks to grow client relationships.
• Broad exposure to the Financial Services industry, specifically in retail regulated products and asset management.
• Familiarity with pensions, investment advice, and UK taxation.
• Proven experience managing risk within a client portfolio.

About the Company

Barclays is a leading financial institution dedicated to helping clients shape their financial futures. We pride ourselves on a culture built on Respect, Integrity, Service, Excellence, and Stewardship. As a growing Wealth Management business, we are committed to closing the advice gap in the UK by providing accessible, high-quality investment options and a seamless digital-to-adviser experience.