Senior Wealth Planner - Wealth Management

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

Job summary

Barclays Bank PLC seeks a Senior Wealth Planner to lead profitable client relationships and provide thoughtful planning and investment advice shaping clients' financial futures.

Based in Ipswich, Cambridge, or Norwich, you will collaborate across teams to tailor strategies, manage risk, ensure compliance, and use digital tools to engage clients amid evolving markets.

Qualifications

• Financial planning qualification at RDR Level 4 or above.
• Experience providing personalized planning and investment advice.
• Knowledge of UK taxation and FCA-approved status desirable.
• Ability to use digital tools to support client conversations and build trust.

Responsibilities

• Understand long-term goals and offer bespoke solutions that support financial and lifestyle needs.
• Build lasting relationships by listening with care, offering specialist guidance, and tailoring planning strategies to each client’s journey.
• Collaborate with Wealth Acquisition to welcome new clients and ensure a smooth transition from prospect to invested customer.
• Work across teams to deliver a consistent and seamless experience.
• Use digital tools to enhance client engagement and stay connected to market trends.
• Identify and manage risk, maintain high standards of compliance, and support clients with expert investment and wealth strategies.

Skills

Personalized planning

Investment advice

Digital tools

Risk management

Regulatory knowledge

Client relationship building

Education

RDR Level 4 financial planning qualification

Job description

Role Overview

As a Senior Wealth Planner, you will lead the development and maintenance of profitable client relationships, helping clients shape their financial future through thoughtful planning and investment advice.

Key Responsibilities

• Collaborate with new and existing clients to understand long‑term goals and offer bespoke solutions that support financial and lifestyle needs.
• Build lasting relationships by listening with care, offering specialist guidance, and tailoring planning strategies to each client’s journey.
• Collaborate with the Wealth Acquisition team to welcome new clients and ensure a smooth transition from prospect to invested customer.
• Work across teams to deliver a consistent and seamless experience.
• Use digital tools to enhance client engagement and stay connected to market trends.
• Identify and manage risk, maintain high standards of compliance, and support clients with expert investment, risk‑management and wealth strategies.

Qualifications & Experience

• 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, products, and regulations.
• Ability to use digital tools to support client conversations and communicate thoughtfully to build trust.
• Proven risk‑management approach while maintaining high compliance standards.
• Familiarity with pensions, investment advice, UK taxation and FCA‑approved status is desirable.
• Adaptability, curiosity, and strong business acumen in a fast‑changing environment.
• Experience working with internal teams and external networks to grow client relationships (highly valued).

Location

The position is based in Ipswich, Cambridge, or Norwich.