# Senior Wealth Planner

**Company**: Barclays
**Location**: Birmingham, One Snow Hill
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Birmingham-One-Snow-Hill/Senior-Wealth-Planner-Mass-Affluent_JR-0000078852?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_3332669c-461

## Description

We are seeking a Senior Wealth Planner to join our Wealth Management Business in Birmingham. As a Senior Wealth Planner, you will take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You will work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs.

The purpose of this role is to establish and nurture profitable partnerships with both corporate and individual clients. You will manage client relationships to identify their financial goals, challenges, and risk tolerance, and design customized solutions that address their specific needs and objectives.

Key responsibilities include:

- Managing client relationships to identify financial goals, challenges, and risk tolerance

- Researching and understanding client industry trends, regulatory landscape, and competitive environment

- Designing customized solutions that address client specific needs and objectives

- Communicating the value proposition of proposed solutions and negotiating terms

- Providing guidance to clients to support their financial decisions

- Assessing financial, legal, and operational risks associated with client relationships

- Documenting all client interactions, transactions, and agreements

- Monitoring client satisfaction, revenue generated, and other relevant metrics

As a Vice President, you will be expected to contribute to setting strategy, driving requirements, and making recommendations for change. You will plan resources, budgets, and policies, and manage and maintain policies and processes.

To be successful in this role, you should bring:

- A financial planning qualification at RDR Level 4 or above

- Experience offering personalized planning and investment advice

- Ability to use digital tools to support client conversations

- A careful approach to identifying and managing risk

Highly valued skills include:

- Experience working with internal teams and external networks

- Broad knowledge of the Financial Services industry

- Familiarity with pensions, investment advice, and UK taxation

- FCA-approved status and experience managing risk within a client portfolio

## Skills

### Required
- financial planning
- investment advice
- risk management
- digital tools
- communication

### Nice to have
- pensions
- UK taxation
- FCA-approved status
- client portfolio management

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Birmingham-One-Snow-Hill/Senior-Wealth-Planner-Mass-Affluent_JR-0000078852?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)