Senior Wealth Planner – Bespoke Financial Planning

Barclays UK; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution in Manchester seeks a Wealth Planner to support clients in shaping their financial futures through tailored investment advice and planning. Key responsibilities include establishing client relationships, providing expert guidance, and managing risks. The ideal candidate will possess a financial planning qualification, relevant experience, and a clear understanding of financial markets. This role offers the opportunity to make a meaningful impact in clients' lives while contributing to the growth of the firm's capabilities.

Qualifications

• Must possess a financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
• Experience in personalized planning and investment advice with solid knowledge of financial markets, products, and regulations.
• Skilled in using digital tools for client engagement.
• Ability to manage risk while maintaining high compliance standards.

Responsibilities

• Establish and nurture partnerships with clients to address financial goals.
• Research industry trends to inform strategic advice.
• Design customized solutions meeting clients' objectives.
• Provide expert investment and wealth management advice.
• Document client interactions for transparency.
• Monitor client satisfaction and key metrics.

Skills

Financial planning qualification at RDR Level 4 or above

Experience offering personalized planning and investment advice

Ability to use digital tools for client conversations

Careful approach to risk management

Education

Financial Planning Certification

Tools

Digital engagement tools

Job description

A leading financial institution in Manchester seeks a Wealth Planner to support clients in shaping their financial futures through tailored investment advice and planning. Key responsibilities include establishing client relationships, providing expert guidance, and managing risks. The ideal candidate will possess a financial planning qualification, relevant experience, and a clear understanding of financial markets. This role offers the opportunity to make a meaningful impact in clients' lives while contributing to the growth of the firm's capabilities.