Senior Wealth Planner Job at Barclays (London)

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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's industry 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

What we offer

Hybrid working
modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment

Fulltime

Senior Location Planner

This is an exciting opportunity to join our team of Location Planning experts wh...

Location

United Kingdom , Nottingham

Salary:

Not provided

Boots

Expiration Date

Until further notice

Requirements

Proven analytical experience in a relevant commercial or academic context
Experience using GIS, Alteryx, Test & Learn, Cloud Databases, and MS Office
Confidence in presenting insights to senior stakeholders, both verbally and written
An ability to apply analysis in a business and commercial context
The ability to work collaboratively as part of a team to deliver business objectives.
Strong influencing skills
Self-motivation and be results focussed with the ability to prioritise and deliver multiple concurrent projects to defined deadlines
Good communication and be able to build effective relationships within the business and the external market
A full driving licence is required

Job Responsibility

Lead the thinking and strategy for our 1900+ strong store portfolio
Involved in the high-profile process of deciding where our stores are located and deliver sales forecasts to key decision makers
Consider the full spectrum of the Boots business, from Beauty and Wellness though to Healthcare
Assessing current locations, new sites, evaluating both pharmacy and retail sales opportunities across all our store formats, as well as competitor analysis
Use the team's Geographical Information System (GIS), wide-ranging 'locational' information, analysis, models and insights from our wealth of Advantage Card customer data
Play a role in developing these tools to the next level
Use Databricks, ESRI, Alteryx and MSOffice to create our insights

What we offer

Boots Retirement Savings Plan
Discretionary annual bonus
Generous employee discounts
Enhanced maternity/paternity/adoption leave pay and gift card for anyone expecting or adopting a child
Flexible benefits scheme including option to buy additional holiday, discounted gym membership, life assurance, activity passes and much more.
Access to free, 24/7 counselling and support through TELUS Health, our Employee Assistance Programme.

Fulltime

New

Wealth Planner

We are seeking a Wealth Planner to join our team based in Leeds, at the Senior A...

Location

United Kingdom , Leeds

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Relevant experience within a wealth planning role within financial services industry
Likely to have background in wealth planning or other related functions
Has built relationships with a portfolio of clients and prospects, and comfortable networking
Familiar with defining the right advisory and investment solutions using a broad range of financial instruments, partnering with products and services teams
Understands Risk within context of the role and meets the regulatory obligations, as applicable
Qualified Adviser – Certified as an “Adviser” – specified as a Wealth Planner in accordance with the relevant Training & Competency Scheme. Level 4 as a minimum, Level 6/7 desirable
Proven threshold competent and operate with a full understanding of Risk within a regulatory framework
Fluent in English

Job Responsibility

To be responsible for the management of a portfolio of clients
To be fully competent in providing holistic Wealth Planning advice
To develop and implement an integrated Wealth Planning proposition which will result in the growth of fee income and assets under management for Brown Shipley
To work closely with senior colleagues to ensure that high level Wealth Planning advice is provided to clients of the firm within the areas of: 1. Pensions, 2. Estate Planning, 3. Investment Structuring. 4. Insurance and 5. Cash Flow Planning
To meet agreed revenue and business targets as required by Brown Shipley to meet the company’s agreed business plan
To conduct your business in accordance with FCA Rules and Internal compliance requirements
To manage and deliver high level Wealth Planning advice including pensions and tax based financial products to clients of Brown Shipley, in accordance with established Wealth Planning procedures and the T&C regime of the business
Lives by a Risk Culture – has an excellent understanding of the business and related risks
Provides holistic wealth management advice to support the achievement of the clients’ overall objectives
Results focused, open for business enhancing and developing Quintet’s name and brand

Paraplanner

We are currently working with a reputable wealth management business with office...

Location

United Kingdom , Glasgow

Salary:

45000.00 - 55000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Experienced within the Wealth Management/Financial Planning remit
Hold the Diploma in Financial Planning (or working towards)

Job Responsibility

Provide technical paraplanning support to a team of Senior Financial Planners
Write bespoke reports
Conduct technical research
Work closely with Planners and Financial Planning Administrators

What we offer

Excellent benefits package
Full support to attain further qualifications
Excellent career development opportunities

Fulltime

New

Partner, Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Detroit

Salary:

170000.00 - 300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

New

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Senior Financial Planning Supervisor

Join us as a Senior Financial Planning Supervisor in our Mass Affluent team base...

Location

United Kingdom , Birmingham; Greater Manchester

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc)
Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets
Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards
In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance
Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively

Job Responsibility

Assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business
Instilling a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme
Providing overall support to the business head with regards to sales and suitability framework
Fostering a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication
Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities
Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations
Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries

What we offer

Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Health and wellness
A place where you can belong
Collaborative Areas
More than work
Flexible working arrangements
Hybrid working

Fulltime

Senior Wealth Planner

Barclays

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 22, 2026

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