Wealth Planner: Bespoke Financial Planning & Growth

4952 Barclays Bank PLC; Birmingham; On-site; GBP 55,000 - 85,000; Full time

Job summary

Barclays Bank PLC in the UK is seeking a Wealth Planner to help clients shape their financial future with thoughtful planning and personalised investment advice. You will work with new and existing clients to understand long-term goals and provide bespoke solutions aligned to their financial and lifestyle needs.

Join a Wealth Management team expanding to support clients with investable assets up to £3 million.

Qualifications

• Recognised financial planning qualification at RDR Level 4 or above.
• Experience providing personalised investment advice.
• Knowledge of UK taxation and pensions.

Responsibilities

• Advise and influence decision making in client engagements.
• Collaborate with other functions/business divisions to deliver client solutions.
• Lead a team performing complex tasks and deliver outcomes for the Wealth Planning function.
• Identify and manage risk to protect client and firm interests.

Skills

Client relationships

Financial planning

Regulatory knowledge

Risk management

Education

RDR Level 4 qualification

Tools

CRM systems

Job description

Barclays Bank PLC in the UK is seeking a Wealth Planner to help clients shape their financial future with thoughtful planning and personalised investment advice. You will work with new and existing clients to understand long-term goals and provide bespoke solutions aligned to their financial and lifestyle needs.

Join a Wealth Management team expanding to support clients with investable assets up to £3 million.