Wealth Planner

2 weeks ago

London, United Kingdom Barclays Full time

Wealth Planner
London

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 join the Wealth Management team offering bespoke banking and investment solutions to high net worth clients across the country. 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, supported by dedicated experts from across the firm. This access and support represents a unique opportunity to develop your career within a high quality environment.

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 discuss the working pattern requirements for the role you are applying for with the hiring manager. 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.

What will you be doing?
• Working closely with a designated group of Wealth Managers to provide full Wealth Planning services to a group of clients
• Providing highly technical and complex advice, with an emphasis on regulated products
• Structuring client’s affairs in the most efficient way in order to achieve established medium and long term goals
• Developing and maintaining client relationships and providing financial advice within the UK regulatory framework
• Taking ownership for managing risk and strengthening controls in relation to the work you do
• Acting as key contact and recognised as an expert for all Wealth products, and being the key liaison between the customer and other parts of the Barclays group

What we’re looking for:
• RDR Level 4 qualification
• Excellent interpersonal and communication skills
• Ability to interpret and communicate complex regulatory requirements effectively, with the ability to relate and accommodate a diverse range of personalities
• Sound commercial judgement and overall understanding of Financial Services Industry, particularly the business impact of the regulatory environment


Skills that will help you in the role:
• Level 6 qualification in financial planning
• Previous financial planning experience
• Experience working for a large organisation

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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