Wealth Planner: Bespoke Client Financial Planning

Barclays UK; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company in Greater London is seeking a Wealth Planner to guide clients in shaping their financial future through personalized planning and investment advice. This role involves identifying clients' financial goals, managing risks, and designing tailored solutions. Candidates must possess a recognised financial planning qualification and demonstrate expertise in financial markets. Experience with client engagement and risk management is essential. Join a progressive team dedicated to client success and a culture of integrity.

Qualifications

• Recognised financial planning qualification at RDR Level 4 or above.
• Working knowledge of financial markets and regulatory frameworks.
• Ability to explain complex topics clearly to clients.
• Experience managing risk within client portfolios.

Responsibilities

• Manage client relationships to identify financial goals.
• Research industry trends to inform strategic recommendations.
• Design customised solutions from the bank’s portfolio.
• Communicate value propositions of proposed solutions.
• Provide expert investment advice and risk management strategies.

Skills

Financial planning qualification at RDR Level 4 or above

Knowledge of financial markets

Ability to use digital tools

Risk management

Education

Recognised financial planning qualification

Job description

A leading financial services company in Greater London is seeking a Wealth Planner to guide clients in shaping their financial future through personalized planning and investment advice. This role involves identifying clients' financial goals, managing risks, and designing tailored solutions. Candidates must possess a recognised financial planning qualification and demonstrate expertise in financial markets. Experience with client engagement and risk management is essential. Join a progressive team dedicated to client success and a culture of integrity.