Wealth Planner

7 days ago

London, Greater London, United Kingdom Barclays Full time

Wealth Planner - Assistant Vice President

London

IAR


This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

As a Barclays Wealth Planner, you will be part of leading global wealth and investment manager.

You will be working closely with a designated group of Wealth Managers to provide full Wealth Planning services to a group of clients with an emphasis on regulated products.

Wealth Managers and Wealth Planners work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending, and banking services.

You will be aided by dedicated experts from across the firm.


Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality and innovation behind us.

We offer careers that provide endless opportunity - helping millions of individuals and businesses thrive, and creating financial and digital solutions that the world now takes for granted.


Working Flexibly
This opportunity is location flexible. We will consider requests for locating the role at an alternative Barclays' key UK office from that advertised.

What will you be doing?:

  • Working closely with a designated group of Wealth Managers to provide full Wealth Planning [WP] services to a group of clients with an emphasis on regulated products
  • Being responsible for structuring client's affairs in the most efficient way to achieve established medium
- and long-term goals

  • Developing and maintaining client relationships and providing financial advice within the UK regulatory framework
  • Building and coaching more junior colleagues both within the immediate team and within the wider Wealth community
  • Identifying, developing, and securing new client relationships through referrals and leveraging Barclays internal network
  • Providing wealth planning assistance to wealth managers with regards to client engagement and acquisition including the pitching for new business
  • Introducing clients to the products and services provided by other parts of Barclays where appropriate

What we're looking for:

  • Specific SME experience in complex financial planning solutions for High-NetWorth clients
  • Ability to hold a financial planning qualification with a minimum of level 4 but preferably level 6 and meet the FSA criteria for an approved person both initially and ongoing
  • Ability to influence senior business stakeholders internally and high net worth centers of influence externally
  • Appropriate technical/ product knowledge of life assurance, pensions and investment advisory in the UK and a solid knowledge of the current UK taxation system

Skills that will help you in the role:

  • Exceptional investment, fiduciary and banking product knowledge (ideal but not essential)
  • Ability to interpret and communicate complex regulatory requirements effectively
  • Constructive approach with the ability to relate and accommodate a diverse range of personalities
  • Sound commercial judgement and overall knowledge of Financial Services Industry, particularly the business impact of the regulatory environment

Where will you be working?

In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links.

With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.

LI-Hybrid

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