Senior Wealth Planner: Bespoke Strategies & Relationships

Barclays; Birmingham; Presencial; GBP 70.000 - 100.000; Jornada completa

Descripción de la vacante

Barclays in Birmingham seeks a Senior Wealth Planner to lead bespoke financial planning and investment advice for a diverse client base. You will help clients shape long-term goals with tailored strategies, leveraging digital tools and a strong risk-aware approach to deliver a seamless, advisory-driven experience.

You will collaborate with the Wealth Acquisition team to welcome new clients and ensure smooth onboarding, while upholding high standards of integrity and client service in a

Formación

• 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 understanding of financial markets, products, and regulations.
• Ability to use digital tools to support client conversations, with thoughtful communication that builds trust.
• Careful approach to identifying and managing risk, while maintaining high standards of compliance.

Responsabilidades

• Manage client relationships to identify financial goals, challenges, and risk tolerance and support data-driven recommendations.
• Research client industries, regulatory landscape and competitive environment to inform strategic recommendations.
• Design customised wealth solutions from the bank's portfolio addressing client needs and objectives.
• Communicate the value proposition, justify recommendations, and negotiate terms beneficial for client and bank.
• Provide guidance with expert investment advice, risk management and wealth strategies, and share market updates to sustain relationships.
• Monitor risks and implement measures to minimise potential losses and document all interactions for auditability.

Conocimientos

Financial planning

Personalised planning

Digital tools

Risk management

Descripción del empleo

Barclays in Birmingham seeks a Senior Wealth Planner to lead bespoke financial planning and investment advice for a diverse client base. You will help clients shape long-term goals with tailored strategies, leveraging digital tools and a strong risk-aware approach to deliver a seamless, advisory-driven experience.

You will collaborate with the Wealth Acquisition team to welcome new clients and ensure smooth onboarding, while upholding high standards of integrity and client service in a