Wealth Planner: Personalised Financial Futures

BARCLAYS; Greater Manchester; On-site; GBP 55,000 - 75,000; Full time

Job summary

Barclays Wealth Planning team in the UK invites experienced advisers to help clients secure their financial futures through tailored planning and investment guidance. You’ll build lasting relationships with new and existing clients, integrating digital tools with personal advice to deliver clear, compliant recommendations.

Based in Manchester or Liverpool, the role requires a level 4 financial planning qualification (RDR) with packaged products certification, strong knowledge of markets and

Qualifications

• A financial planning qualification at RDR Level 4 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, along with thoughtful communication that builds trust.
• A careful approach to identifying and managing risk, while maintaining high standards of compliance.

Responsibilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client industry's trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Skills

Financial planning

Investment advice

Digital tools

Risk management

Compliance

Client relationships

Internal collaboration

Pensions knowledge

Education

RDR Level 4 qualification

Packaged products certification

Job description

Barclays Wealth Planning team in the UK invites experienced advisers to help clients secure their financial futures through tailored planning and investment guidance. You’ll build lasting relationships with new and existing clients, integrating digital tools with personal advice to deliver clear, compliant recommendations.

Based in Manchester or Liverpool, the role requires a level 4 financial planning qualification (RDR) with packaged products certification, strong knowledge of markets and