Senior Wealth Planner: Strategic Wealth & Client Partnerships

4952 Barclays Bank PLC; Greater London; Presencial; GBP 70.000 - 110.000; Jornada completa

Descripción de la vacante

Barclays Bank PLC in London seeks a Senior Wealth Planner to shape clients' financial futures through thoughtful planning and bespoke investment advice. You'll work with new and existing clients to understand long‑term goals and deliver planning and wealth solutions aligned with their needs.

This role sits within Barclays Wealth Management, with access to digital tools and cross‑team collaboration to enhance client engagement.

Formación

• A financial planning qualification at RDR Level4 or above, including certification in advising on packaged products.
• Experience offering personalised planning and investment advice with a solid understanding of financial markets.

Responsabilidades

• Manage client relationships to identify financial goals, challenges and risk tolerance.
• Analyse client data, portfolios and cash flows to identify trends and opportunities.
• Design customised wealth solutions from Barclays' product portfolio.
• Communicate value proposition and negotiate terms benefitting client and bank.
• Provide investment, risk management and wealth planning guidance to clients.
• Document interactions and maintain audit trails for compliance and product development.
• Monitor client satisfaction and revenue metrics.

Educación

RDR Level4 financial planning qualification or higher

Descripción del empleo

Barclays Bank PLC in London seeks a Senior Wealth Planner to shape clients' financial futures through thoughtful planning and bespoke investment advice. You'll work with new and existing clients to understand long‑term goals and deliver planning and wealth solutions aligned with their needs.

This role sits within Barclays Wealth Management, with access to digital tools and cross‑team collaboration to enhance client engagement.