Wealth Planner - Wealth Management

Barclays

Birmingham, England, United Kingdom
Client relationship management
Financial analysis skills
Investment advice expertise
As a Wealth Planner, you’ll play a key role in helping clients shape their financial future through thoughtful planning and investment advice

Job Summary

  • As a Wealth Planner, you’ll play a key role in helping clients shape their financial future through thoughtful planning and investment advice.
  • You’ll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer.
  • This is more than a role—it’s a chance to make a meaningful impact while growing your knowledge in a supportive and evolving space.

Matching Summary

As a Wealth Planner, you’ll play a key role in helping clients shape their financial future through thoughtful planning and investment advice.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial analysis skills
  • Investment advice expertise

Nice-to-have

  • Adaptability in fast-evolving environment
  • Experience in retail regulated products
  • Strong communication skills

Key Requirements

  • RDR Level 4 financial planning qualification
  • Working knowledge of financial markets
  • Experience managing risk within a client portfolio

Work Rights

Not specified

Tailored Resume

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