Wealth Planner: Strategic Financial Planning & Investments

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

Job summary

Barclays Bank PLC in Manchester or Liverpool seeks a Wealth Planner to help clients shape their financial future through planning and investment advice. You’ll work with new and existing clients to understand long-term goals and offer bespoke solutions that support their financial and lifestyle needs.

The role sits within Wealth Management, accessible investment options, digital tools to enhance engagement, and a culture of integrity and high standards.

Qualifications

• Need a financial planning qualification at RDR Level 4 or higher.
• Experience providing personalised investment advice and planning.
• Strong understanding of financial markets, products, and regulations.

Responsibilities

• Build and manage relationships to understand clients' goals and risk tolerance.
• Provide bespoke wealth planning and investment recommendations.
• Use digital tools to support client conversations and maintain compliance.
• Identify opportunities for additional bank services and cross-sell appropriately.

Skills

Financial planning

Investment advice

Risk management

Regulatory knowledge

Education

RDR Level 4 financial planning qualification

Job description

Barclays Bank PLC in Manchester or Liverpool seeks a Wealth Planner to help clients shape their financial future through planning and investment advice. You’ll work with new and existing clients to understand long-term goals and offer bespoke solutions that support their financial and lifestyle needs.

The role sits within Wealth Management, accessible investment options, digital tools to enhance engagement, and a culture of integrity and high standards.