Wealth Planner - Wealth Management

About the role

Barclays is recruiting a Wealth Planner for its Wealth Management business in London, 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 provide bespoke solutions. It sits in the Affluent segment, supporting investable assets up to £3 million and closing the Advice Gap in the UK.

Key responsibilities

• Build and maintain profitable partnerships with corporate and individual clients, bridging the bank's offerings with client needs.
• Manage client relationships, identify financial goals, challenges and risk tolerance, and analyse data from portfolios and cash flow.
• Research industry trends, regulation and competition to inform strategic recommendations.
• Design customised solutions and negotiate terms that benefit both client and bank.
• Advise clients on investment, risk management and wealth management, and update them on market trends.
• Assess financial, legal and operational risks and document all client interactions and agreements.
• Monitor client satisfaction and revenue to evaluate relationship management effectiveness.

Required profile

• A recognised financial planning qualification at RDR Level 4 or above (essential).
• Working knowledge of financial markets, products and regulatory frameworks, able to explain complex topics clearly to clients.
• Ability to use digital tools to support client conversations and to manage risk with a careful, compliant approach.
• Experience with internal and external networks, and familiarity with pensions, investment advice and UK taxation are highly valued.
• Legal right to work in the UK; the role may require mandatory regulatory qualifications.

What we offer

• Permanent contract, based in London.
• Hybrid working with fixed anchor days, and flexible working arrangements discussed with the hiring manager.
• Access to cycle hire, parking, showers and changing facilities, a co-working space and a wellness suite with gym and personal training.