Senior Wealth Planner
Barclays(1 month ago)
About this role
A Senior Wealth Planner supporting Barclays’ Mass Affluent business, focused on clients with investable assets below £1 million. The role helps clients shape long-term financial and lifestyle goals through tailored planning and investment guidance, delivered via a blend of digital channels and adviser support. It contributes to an accessible, planning-led proposition aimed at closing the Advice Gap in the UK while operating within regulatory frameworks.
Required Skills
- Relationship Management
- Financial Planning
- Investment Advice
- Risk Management
- Regulatory Compliance
- Portfolio Analysis
- Market Research
- Client Onboarding
- Digital Tools
- Negotiation
Qualifications
- RDR Level 4
- Packaged Products Certification
- FCA Approval
- PRA & FCA Certified Role
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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