Senior Wealth Planner: Bespoke Planning & Investments

BARCLAYS

Norwich

On-site

GBP 55,000 - 90,000

Full time

14 days+

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Job summary

Barclays is seeking a Senior Wealth Planner to guide clients in shaping their financial futures with bespoke wealth planning and investment advice. You will serve new and existing clients, tailoring strategies to their long-term goals and lifestyle needs, while collaborating across teams to deliver a seamless, connected journey.

The role combines digital tools with adviser support in a forward‑looking environment, emphasizing integrity, inclusion, and high standards.

Qualifications

Has a financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
Experience offering personalised planning and investment advice with solid knowledge of financial markets, products and regulations.
Ability to use digital tools to support client conversations and build trust.
Careful approach to identifying and managing risk while maintaining high compliance standards.

Responsibilities

Manage client relationships to understand financial goals and risk tolerance.
Research industry trends and regulatory landscape to inform recommendations.
Design customised wealth planning solutions using Barclays portfolio products.
Communicate value, justify recommendations and negotiate terms beneficial to client and bank.
Provide ongoing guidance on investments, risk management and wealth strategies.
Assess risks and implement measures to minimise potential losses in client portfolios.
Document client interactions, transactions and agreements for auditability and product development.
Monitor client satisfaction and revenue to evaluate effectiveness of relationship management.