Wealth Planner — Digital-Driven Client Advisory

Barclays UK; Manchester; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial institution in Manchester seeks a Wealth Planner to lead clients in their financial journey. Responsibilities include managing relationships, tailoring financial solutions, and providing expert investment advice. The role demands a financial planning qualification, experience in personalized investment advice, and strong communication skills. This position offers the chance to work in a dynamic environment where you'll make a significant impact on clients' financial well-being and navigate evolving market trends.

Qualifications

• Experience offering planning and investment advice with a solid financial knowledge.
• Ability to identify and manage risk while maintaining compliance.
• Strong communication skills to build client trust.

Responsibilities

• Establish and nurture profitable partnerships with clients.
• Manage client relationships and support their financial goals.
• Design customised solutions incorporating bank products.

Skills

Financial planning qualification at RDR Level 4 or above

Experience offering personalised planning and investment advice

Ability to use digital tools

Understanding of financial markets, products, and regulations

Education

RDR Level 4 financial planning qualification

Job description

A financial institution in Manchester seeks a Wealth Planner to lead clients in their financial journey. Responsibilities include managing relationships, tailoring financial solutions, and providing expert investment advice. The role demands a financial planning qualification, experience in personalized investment advice, and strong communication skills. This position offers the chance to work in a dynamic environment where you'll make a significant impact on clients' financial well-being and navigate evolving market trends.