Wealth Planner

Purpose of the role

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. 

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
• Response to customer inquiries, resolution of issues, and provision of guidance on product usage.  .
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as a Wealth Planner and become a key member of a group delivering bespoke financial planning solutions to high-net-worth clients across the UK. Working closely with Private Bankers and Wealth Managers, you will provide bespoke financial advice on Pensions, Off-Shore Bonds, Protection and Tax Efficient investments helping clients achieve their wealth structuring needs. At Barclays, you'll also have access to a network of specialists who will support you in delivering advice.  

In this role, you'll help foster long-term client relationships and offer highly technical, regulated advice to meet clients' financial goals, therefore playing a key part in our aspiration to be the investment partner of choice for our clients, their families and the next generation. As all advice need to comply with UK standards, you will also navigate the complexities of the UK regulatory framework.

Along the way, you'll have the opportunity to advance your career in a supportive environment. This role offers a unique opportunity to grow in a dynamic team while directly contributing to our clients' success.

To be successful as a Wealth Planner, you should have:

• RDR Level 4 Financial Planning qualification
• Previous financial planning experience, ideally within a regulated environment.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and stakeholders.
• Remarkable relationship management skills, essential for maintaining long-term client engagement and delivering tailored financial solutions.
• Ability to interpret and communicate multi-layered regulatory requirements effectively, with the flexibility to relate to and accommodate a diverse range of personalities.
• Sound commercial judgement and a solid understanding of the Financial Services Industry, particularly the business impact of the regulatory environment.

Some other highly valued skills may include:

• RDR Level 6 qualification or progress towards it.
• Attention to detail, especially when reviewing financial documents, client portfolios, and regulatory disclosures.
• Experience working within a large organisation, with an understanding of multi-layered structures and cross-functional collaboration.
• Problem-solving abilities, to assess client needs and develop strategic financial plans.
• Digital literacy, including familiarity with financial planning software, CRM systems, and data security protocols.
• Adaptability and resilience, particularly in navigating regulatory changes and evolving client expectations.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in 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.