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About the Role

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel informed, supported, and empowered in the choices they make. This role is part of our Wealth Management Business, a growing area for the bank, 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 tailoring planning strategies to each client’s journey. You’ll collaborate with our Wealth Acquisition team to welcome new clients and ensure a smooth transition from prospect to invested customer. You’ll also work across teams to deliver a consistent and seamless experience. As a Senior Wealth Planner, you’ll be part of a forward-thinking environment. You’ll use digital tools to enhance client engagement and stay connected to market trends. You’ll be encouraged to share ideas, refine your approach, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role—it’s a chance to make a meaningful impact while growing your experience in a supportive and evolving space.

Responsibilities

Manage client relationships to identify financial goals, challenges, and risk tolerance.
Analyze data from investment portfolios and cash flow to identify trends and areas for improvement.
Research client industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations.
Design customized solutions incorporating the bank's products and services.
Communicate value propositions, justify recommendations, and negotiate beneficial terms.
Provide guidance on financial decisions, investment advice, risk management, and wealth management strategies.
Assess and minimize financial, legal, and operational risks associated with client relationships.
Document client interactions, transactions, and agreements for transparency and auditability.
Monitor client satisfaction and revenue metrics to evaluate relationship management effectiveness.
Contribute to or set strategy, drive requirements, and make recommendations for change.
Plan resources, budgets, and policies; manage and maintain policies/processes.
Deliver continuous improvements and escalate policy/procedure breaches.
Advise key stakeholders on functional and cross-functional areas of impact and alignment.
Manage and mitigate risks through assessment in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls.
Demonstrate comprehensive understanding of organization functions to contribute to business goals.
Collaborate with other areas for business-aligned support and to stay updated on business strategies.
Create solutions based on sophisticated analytical thought, comparing and selecting complex alternatives.
Define problems and develop innovative solutions through in-depth analysis and interpretative thinking.
Adopt and include outcomes of extensive research in problem-solving processes.
Build and maintain trusting relationships and partnerships with internal and external stakeholders.
Use influencing and negotiating skills to achieve outcomes.
Collaborate with Wealth Acquisition team to welcome new clients and ensure a smooth transition.
Work across teams to deliver a consistent and seamless client experience.
Use digital tools to enhance client engagement and stay connected to market trends.
Share ideas, refine approach, and contribute to a culture of integrity, inclusion, and high standards.

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
Experience offering personalized planning and investment advice.
Solid understanding of financial markets, products, and regulations.
Ability to use digital tools to support client conversations.
Thoughtful communication that builds trust.
A careful approach to identifying and managing risk.
Maintaining high standards of compliance.
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.
Experience managing risk within a client portfolio.
Adaptability and curiosity in a fast-changing environment.
May be assessed on key critical skills: risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, and job-specific technical skills.
Role holder may require mandatory regulatory qualifications or minimum qualifications to meet internal company benchmarks.

Skills

Financial planning
Investment advice
Risk management
Wealth management
Client relationship management
Data analysis
Strategic recommendations
Customized solution design
Communication
Negotiation
Risk assessment
Documentation
Performance monitoring
Strategy setting
Resource planning
Budget management
Policy management
Process improvement
Leadership
Team management
Employee counseling
Performance management
Pay decisions
Influencing
Negotiating
Analytical thought
Interpretative thinking
Problem-solving
Research
Stakeholder relationship building
Digital tools
Market trend analysis
Integrity
Inclusion
High standards
Financial markets
Financial products
Financial regulations
Pensions
UK taxation
Adaptability
Curiosity

Location

London

Work Type

Full-time

Experience Level

Senior
Vice President

Education Level

RDR Level 4 or above financial planning qualification
Certification in advising on packaged products

About the Company

Barclays is a global financial services provider engaged in retail banking, credit cards, corporate and investment banking, and wealth management services.
We are expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK.
Our Affluent segment offers a planning-led proposition with clear and accessible investment options shaped around each client’s needs.
Clients benefit from a seamless experience that blends digital channels with adviser support.
We are a forward-thinking environment that encourages sharing ideas and refining approaches.
We foster a culture that values integrity, inclusion, and high standards.
All colleagues are expected to demonstrate the Barclays Values: Respect, Integrity, Service, Excellence and Stewardship.
All colleagues are expected to demonstrate the Barclays Mindset: Empower, Challenge and Drive.