Senior Wealth Planner: Strategic Client Advisory

4952 Barclays Bank PLC; Birmingham; On-site; GBP 60,000 - 90,000; Full time

Job summary

Barclays Bank PLC in Birmingham is seeking a Senior Wealth Planner to help clients shape their financial future through thoughtful planning and investment advice, within our Wealth Management division. You will work with new and existing clients to understand long-term goals and offer bespoke solutions that support financial and lifestyle needs, leveraging digital tools for client engagement.

The role emphasizes building trusted relationships, staying informed on market trends, and collaborating

Qualifications

• Financial planning qualification at RDR Level 4+ with packaged products certification.
• Experience delivering personalised planning and investment advice with market knowledge.
• Ability to use digital tools to support client conversations and build trust.
• Risk identification and management with strong compliance standards.

Responsibilities

• Help clients shape their financial future through thoughtful planning and investment advice.
• Work with new and existing clients to understand long-term goals and tailor solutions.
• Collaborate across teams to deliver a consistent, connected wealth management journey.
• Build lasting client relationships and use digital tools to stay connected with market trends.

Skills

Financial planning qualification

Personalised investment advice

Digital tools for client conversations

Risk management & compliance

Job description

Barclays Bank PLC in Birmingham is seeking a Senior Wealth Planner to help clients shape their financial future through thoughtful planning and investment advice, within our Wealth Management division. You will work with new and existing clients to understand long-term goals and offer bespoke solutions that support financial and lifestyle needs, leveraging digital tools for client engagement.

The role emphasizes building trusted relationships, staying informed on market trends, and collaborating