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Join us as a Wealth Planner and become a key member of a group delivering bespoke financial planning solutions to high-net-worth and ultra-high-net-worth clients across the UK. Working closely with Private Bankers and Wealth Managers, you will provide bespoke financial advice on Pensions, Off-Shore Bonds, Protection and Tax Efficient investments helping clients achieve their wealth structuring needs. At Barclays, you’ll also have access to a network of specialists who will support you in delivering advice. In this role, you’ll help foster long-term client relationships and offer highly technical, regulated advice to meet clients' financial goals, therefore playing a key part in our aspiration to be the investment partner of choice for our clients, their families and the next generation. As all advice need to comply with UK standards, you will also navigate the complexities of the UK regulatory framework. Along the way, you’ll have the opportunity to advance your career in a supportive environment. This role offers a unique opportunity to grow in a dynamic team while directly contributing to our clients' success.
Job Responsibility
Provide bespoke financial advice on Pensions, Off-Shore Bonds, Protection and Tax Efficient investments helping clients achieve their wealth structuring needs
Foster long-term client relationships and offer highly technical, regulated advice to meet clients' financial goals
Navigate the complexities of the UK regulatory framework
Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
Identification of market trends, new features, regulatory requirements and potential risks
Response to customer inquiries, resolution of issues, and provision of guidance on product usage
Presentation of the advantages and features of the product to potential customers
Assistance with the development and execution of marketing materials for the product
Participation in training sessions and workshops to share product knowledge and expertise
Participation in events, conferences and other networking opportunities to showcase the product and generate interest
Requirements
RDR Level 6 Financial Planning qualification
Previous financial planning experience within a regulated environment
Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and stakeholders
Remarkable relationship management skills, essential for maintaining long-term client engagement and delivering tailored financial solutions
Ability to interpret and communicate multi-layered regulatory requirements effectively, with the flexibility to relate to and accommodate a diverse range of personalities
Sound commercial judgement and a solid understanding of the Financial Services Industry, particularly the business impact of the regulatory environment
Nice to have
Attention to detail, especially when reviewing financial documents, client portfolios, and regulatory disclosures
Experience working within a large organisation, with an understanding of multi-layered structures and cross-functional collaboration
Problem-solving abilities, to assess client needs and develop strategic financial plans
Digital literacy, including familiarity with financial planning software, CRM systems, and data security protocols
Adaptability and resilience, particularly in navigating regulatory changes and evolving client expectations
What we offer
Access to a network of specialists
Supportive environment
Opportunity to advance career
Cycle or run to work support
CoSpace drop-in co-working space
Wellness Suite including gym, exercise studios, personal training sessions and massage therapy