Senior Wealth Planner - Wealth Management

Barclays

London, United Kingdom
Rdr level 4 financial planning qualification
Fca-approved status required
Personalized investment advice experience
This role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships

Job Summary

  • This role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships.
  • The position focuses on helping clients shape their financial future through thoughtful planning and bespoke investment solutions.
  • You will work within a forward-thinking environment that values integrity, inclusion, and high standards while using digital tools.

Matching Summary

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

Skills & Requirements

Must-have

  • RDR Level 4 financial planning qualification
  • FCA-approved status required
  • Personalized investment advice experience
  • Risk management and compliance knowledge
  • Digital tools for client engagement

Nice-to-have

  • Experience with pensions and UK taxation
  • Collaboration with wealth acquisition teams
  • Adaptability in fast-changing environment
  • Strong influencing and negotiating skills
  • Broad knowledge of asset management

Key Requirements

  • RDR Level 4 or above certification
  • FCA-approved status
  • Certified role under PRA & UK FCA regulations

Work Rights

Not specified

Tailored Resume

Cover Letter