Senior Wealth Planner Jobs

Senior Wealth Planner

barclays

Location:
United Kingdom , Birmingham

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel informed, supported, and empowered in the choices they make. This role is part of our Mass Affluent Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets below £1 million and help close the Advice Gap in the UK.

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

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

Nice to have:

Experience working with internal teams and external networks to grow client relationships
Broad knowledge of the Financial Services industry, especially in retail regulated products and asset management
Familiarity with pensions, investment advice, and UK taxation
FCA-approved status and experience managing risk within a client portfolio
Adaptability and curiosity in a fast-changing environment

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

Additional Information:

Job Posted:
December 23, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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