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Wealth Manager

1 month ago

England, United Kingdom Barclays Full time

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 Manager, you will have an exciting chance to act as a trusted advisor to clients to achieve their financial goals, provide wealth planning advice, investment solutions, credit solutions and day to day banking services. In your role, you will understand the needs and goals of clients and provide them with bespoke advice that helps them work towards their long term financial & lifestyle goals.
Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. 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.
At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business. Achieving personal objectives and assisting in achieving team targets for new clients, Investable assets, Credit and Wealth Planning Revenue
• Acting as key contact for banking products, credit advice and client queries
• Delivering high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
• Acting as the key interface for the client and the Barclays group, for Wealth Planning, Discretionary Portfolio Management, Investment Advisory, Investment Solutions
• Providing the client with world class financial solutions
• Fully utilising the Wealth Manager toolset, systems and platforms, and improving current standards for better quality
• Engaging with digital technologies, products, and solutions relevant to the Wealth Management business having the ability to use them to enhance the service provided
All candidates must be RDR level 4 qualified, having passed exams enabling them to provide financial advice in the UK against FCA activities 2, 3 or 4
• Broad experience of the Financial Services industry, in the areas of Retail regulated products/services to mass market and high net worth customers, and asset management

Skills that will help you in the role:
• Financial planning qualification
• The Bournemouth Wealth Office is located between Bournemouth and Poole with Sandbanks beach no more than 500 metres from the front door. We have a significant number of restaurants and sports clubs locally which make this a great office to work in. LI-Hybrid
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