Senior Wealth Planner - Wealth Management

About the role

Barclays is recruiting a Senior Wealth Planner for its Wealth Management business in Southampton, within the Mass Affluent & Virtual segment. The role helps clients shape their financial future through planning and investment advice, working with new and existing clients to understand their long-term goals and offer bespoke solutions. It sits in the Affluent segment, which supports investable assets up to £3 million and aims to close the Advice Gap in the UK.

Key responsibilities

• Acquire, develop and maintain proactive, long-term client relationships and deliver strong sales and business performance.
• Build and grow client relationships, including welcoming new clients with the Wealth Acquisition team and referring them to group colleagues.
• Understand each client's strategy through regular proactive contact, answering queries and spotting opportunities for long-term commercial reward.
• Manage operational, reputational, financial crime and credit risk for the portfolio within the appropriate regulatory framework.
• Ensure all activities comply with regulatory requirements, the Enterprise Wide Risk Management Framework and internal policies.
• Contribute to strategy, plan resources and budgets, and advise stakeholders and senior management on impacts and risks.

Required profile

• RDR Level 4 or above financial planning qualification, 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 and communicate clearly to build trust.
• Careful approach to risk and compliance; FCA-approved status and experience managing risk in a client portfolio are highly valued.
• Broad knowledge of the Financial Services industry, retail regulated products and asset management, and familiarity with pensions, investment advice and UK taxation.

The role is based in Southampton and is a permanent position. It is a certified role under the PRA and FCA Individual Accountabilities Regulations and may require mandatory regulatory qualifications or the minimum qualifications to meet internal benchmarks.