# Senior Wealth Planner

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

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Southampton-Tagus-House/Senior-Wealth-Planner---Wealth-Management_JR-0000117339?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_aaba96e9-3d9

## Description

We are seeking a Senior Wealth Planner to join our Wealth Management Business. You will play 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.

Your responsibilities will include:

- Building lasting relationships with clients by listening with care, offering specialist guidance, and tailoring planning strategies to each client's journey

- Collaborating with our Wealth Acquisition team to welcome new clients and ensure a smooth transition from prospect to invested customer

- Working across teams to deliver a consistent and seamless experience

- Using digital tools to enhance client engagement and stay connected to market trends

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 personalised 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
- compliance
- 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/Southampton-Tagus-House/Senior-Wealth-Planner---Wealth-Management_JR-0000117339?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)