# Senior Wealth Planner

**Company**: Barclays
**Location**: Ipswich
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Ipswich-Princes-Street/Senior-Wealth-Planner---Mass-Affluent_JR-0000100217-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_483115c4-0ef

## Description

We are seeking a Senior Wealth Planner to join our Wealth Management Business. 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 be responsible for managing client relationships, identifying their financial goals, challenges, and risk tolerance, and providing expert investment advice, risk management, and wealth management strategies.

Key responsibilities include:

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

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

- Designing customized solutions that address the client's specific needs and objectives

- Communicating the value proposition of proposed solutions and negotiating terms that are beneficial for both the client and the bank

- 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, manage and maintain policies/processes, and deliver continuous improvements.

To be successful in this role, you should bring:

- A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products

- Experience offering personalized planning and investment advice, with a solid understanding of financial markets, products, and regulations

- Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust

- A careful approach to identifying and managing risk, while maintaining high standards of compliance

Some other highly valued skills may include:

- Experience working with internal teams and external networks to grow client relationships

- Broad knowledge of the Financial Services industry, especially in retail regulated products and asset management

- Familiarity with pensions, investment advice, and UK taxation

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

- Adaptability and curiosity in a fast-changing environment

## Skills

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

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

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Ipswich-Princes-Street/Senior-Wealth-Planner---Mass-Affluent_JR-0000100217-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)