Senior Wealth Planner
Barclays(1 month ago)
About this role
A Senior Wealth Planner at Barclays helps Mass Affluent clients shape their financial future by providing tailored planning and investment solutions. The role supports clients with investable assets below £1 million through a planning-led proposition that combines digital channels with adviser support. Based in Birmingham, the position contributes to closing the Advice Gap and delivering a connected client experience.
Required Skills
- Financial Planning
- Investment Advice
- Risk Management
- Regulatory Compliance
- Client Relationships
- Digital Tools
- Portfolio Analysis
- Stakeholder Management
- Communication
- Documentation
Qualifications
- RDR Level 4
- Certification in Advising on Packaged Products
- FCA Approved
- PRA & FCA Certification
About Barclays
home.barclaysBarclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
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