Financial Advisory Specialist

3 weeks ago


Bournemouth, Bournemouth, United Kingdom Barclays Bank UK PLC Full time
Role Overview
As a Financial Advisory Specialist at Barclays Bank UK PLC, you will have the opportunity to serve as a reliable consultant for clients aiming to meet their financial aspirations. Your expertise will encompass wealth management guidance, investment strategies, credit solutions, and comprehensive banking services.

Key Responsibilities
  • Engage with clients to comprehend their financial objectives and deliver tailored advice that aligns with their long-term financial and lifestyle aspirations.
  • Execute trades and manage risk within a designated portfolio of financial instruments, staying abreast of market trends and developments to make informed decisions.
  • Oversee the execution of buy and sell orders while adhering to the bank's trading strategies and risk management protocols.
  • Conduct thorough monitoring and analysis of global financial markets, economic indicators, and geopolitical events to identify trading opportunities and assess associated risks.
  • Collaborate with research analysts and various teams to gather insights that inform trading decisions.
Qualifications and Skills
  • All candidates must possess RDR level 4 qualifications, having successfully completed examinations that authorize them to provide financial advice in the UK.
  • Demonstrated relationship management skills with experience in addressing the complex needs of individuals and families.
  • Extensive background in the Financial Services sector, particularly in retail regulated products/services for both mass market and high net worth clients, as well as asset management.
  • Additional competencies in financial planning, along with strong communication and presentation skills, are highly regarded.
Expectations for Assistant Vice President
  • Provide consultation on intricate issues, assisting leadership in resolving escalated matters.
  • Identify risk mitigation strategies and develop new policies to support governance objectives.
  • Take responsibility for managing risk and enhancing controls related to operational activities.
  • Engage in complex data analysis from diverse sources to solve problems creatively and effectively.
  • Communicate complex information clearly, ensuring understanding among stakeholders.
  • Influence stakeholders to achieve desired outcomes.
All team members are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, which guide our ethical conduct. Additionally, they should demonstrate the Barclays Mindset of Empowerment, Challenge, and Drive, which defines our operational approach.

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