Senior Wealth Planner — Strategic Advisory Lead

Barclays; Manchester; On-site; GBP 85,000 - 110,000; Full time

Job summary

Barclays Wealth Management is seeking a Wealth Planner to lead bespoke planning and investment conversations for clients in the Manchester or Liverpool area. You’ll shape clients’ financial futures through tailored strategies and proactive engagement, blending advisory support with digital tools to enhance the client experience.

The role emphasizes rigorous risk assessment, regulatory compliance, and strong relationship management to deliver consistent, high‑quality service in a dynamic wealth

Qualifications

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

Responsibilities

• Manage client relationships to identify financial goals, risks, and opportunities.
• Research client industry trends and regulatory landscape to inform recommendations.
• Design customised wealth solutions from bank portfolios to meet client needs.
• Explain value propositions, justify recommendations, and negotiate terms benefiting client and bank.
• Provide guidance on financial decisions, risk management, and market updates.
• Document client interactions and support product development and strategy.
• Monitor client satisfaction and revenue metrics to assess relationship effectiveness.

Skills

Financial planning

Investment advice

Digital client conversations

Risk management

Compliance

Education

Financial planning qualification (RDR Level 4+)

Tools

CRM software

Portfolio management tools

MS Excel

Job description

Barclays Wealth Management is seeking a Wealth Planner to lead bespoke planning and investment conversations for clients in the Manchester or Liverpool area. You’ll shape clients’ financial futures through tailored strategies and proactive engagement, blending advisory support with digital tools to enhance the client experience.

The role emphasizes rigorous risk assessment, regulatory compliance, and strong relationship management to deliver consistent, high‑quality service in a dynamic wealth