Wealth Planner - Wealth Management

Barclays

London, United Kingdom
Not specified; not specified; not specified
Rdr level 4 or above qualification
Client relationship management
Investment portfolio analysis
The role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships

Job Summary

  • The role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships.
  • Candidates must hold a recognized financial planning qualification at RDR Level 4 or above to provide personalized advice.
  • This position is part of Barclays' expanding Wealth Management Business aimed at supporting clients with investable assets up to £3 million.

Matching Summary

The role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • RDR Level 4 or above qualification
  • Client relationship management
  • Investment portfolio analysis
  • Risk assessment and mitigation
  • Regulatory compliance knowledge

Nice-to-have

  • Digital tools for client engagement
  • Pensions and UK taxation expertise
  • Cross-functional collaboration skills
  • Adaptability in fast-evolving environment
  • Experience with affluent segment clients

Key Requirements

  • RDR Level 4 or higher qualification
  • Certified role under PRA & FCA regulations
  • UK-based location (London)

Work Rights

Not specified

Tailored Resume

Cover Letter