Wealth Planner

Responsibilities

• Provide bespoke financial planning solutions, including investment advice, wealth structuring, and lending services to high-net-worth and ultra-high-net-worth clients.
• Deliver expert advice on Pensions, Off-Shore Bonds, Protection, and Tax Efficient investments.
• Act as a subject matter expert on specific products, communicating features, benefits, risks, and compliance requirements to customers and colleagues.
• Identify market trends, regulatory requirements, and potential risks to support product development and improve offerings.
• Build and maintain long-term, trusting relationships with clients, Private Bankers, and Wealth Managers.
• Manage and mitigate risks in support of the control and governance agenda, ensuring all advice complies with UK regulatory standards.
• Contribute to strategic decision-making and provide guidance on technical direction within the discipline.

Requirements

• RDR Level 6 Financial Planning qualification.
• Proven financial planning experience within a regulated environment.
• Strong interpersonal and communication skills with the ability to build rapport with diverse stakeholders.
• Expertise in relationship management to maintain long-term client engagement.
• Deep understanding of the UK regulatory framework and its impact on the financial services industry.
• Sound commercial judgement and analytical thinking.

Preferred Qualifications

• Experience working within a large, multi-layered organization.
• High level of digital literacy, including familiarity with financial planning software and CRM systems.
• Strong problem-solving abilities to develop strategic, complex financial plans.
• Exceptional attention to detail regarding financial documents and regulatory disclosures.

About the Company

Barclays is a leading financial institution dedicated to delivering world-class investment solutions. We pride ourselves on a culture built on Respect, Integrity, Service, Excellence, and Stewardship. Our team is composed of curious, hardworking, and collaborative professionals committed to making a difference for our clients and their families.