Wealth Planner

You will play a key role in helping clients shape their financial future through thoughtful planning and investment advice.

You will work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs.

Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them.

This role is part of our Wealth Management Business, a growing area for the bank.

We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK.

As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client’s needs.

Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.

You’ll build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies tailored to each client’s journey.

You’ll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer.

You’ll also work across teams to provide a seamless and consistent experience.

Accountabilities

• Manage and grow client relationships and acquire new clients - identifying and managing solutions to meet a wide range of client needs.
• Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver long-term commercial reward.
• Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk.
• Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards Service/group relationships - referrals to group colleagues.

To be successful as a Wealth Planner, you should bring:

• A recognised financial planning qualification at RDR Level 4 or above,this is essential.
• A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client.
• Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection.
• A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance.

Some other highly valued skills may include:

• Experience engaging with both internal teams and external networks to welcome new clients and grow relationships.
• Broad exposure to the Financial Services industry, especially in retail regulated products and asset management.
• Familiarity with pensions, investment advice, and UK taxation.
• Experience managing risk within a client portfolio.
• Adaptability and curiosity in a fast-evolving environment.