Senior Wealth Planner reference: 0000078852

Here's a professional review of the Wealth Planner job description, designed to engage potential candidates and guide their career considerations: ---

Unlock Your Potential as a Wealth Planner: A Rewarding Career Opportunity

Are you a driven and client-focused financial professional seeking to make a tangible impact on individuals' financial futures? This Wealth Planner position offers a compelling opportunity to step into a leading role, guiding clients through personalized financial planning and investment advice. If you're passionate about empowering others and thrive in a dynamic, growth-oriented environment, this role is designed for you.

Key Advantages for Aspiring Wealth Planners:

• Meaningful Impact: You'll play a pivotal role in helping clients achieve their long-term financial aspirations and lifestyle goals. By offering bespoke solutions and expert guidance, you'll foster informed, supported, and empowered decision-making for your clients.
• Growth Sector Focus: This role is integral to the bank's expanding Mass Affluent Business. You'll be at the forefront of efforts to serve clients with investable assets below £1 million, contributing to closing the UK's "Advice Gap" and making sophisticated financial planning more accessible.
• Client-Centric Approach: The proposition emphasizes building lasting relationships through attentive listening, specialist guidance, and tailored planning strategies. This ensures a deeply personal and supportive client journey.
• Seamless Client Experience: You'll contribute to a blended approach that integrates digital channels with dedicated adviser support, creating a connected and efficient client experience from prospect to invested customer.
• Collaborative Environment: Work closely with the Wealth Acquisition team to welcome new clients and collaborate across various departments to deliver a consistent and high-quality service.
• Forward-Thinking Culture: Embrace a progressive environment that leverages digital tools to enhance client engagement and stay ahead of market trends. Your ideas will be valued, and you'll be encouraged to refine your approach and contribute to a culture of integrity, inclusion, and excellence.
• Professional Development: This is more than just a job; it's a platform for significant professional growth and skill enhancement within a supportive and evolving financial landscape.

Key Considerations for Your Career Path:

To excel in this Wealth Planner role and maximize your career trajectory, consider the following:

• Essential Qualifications: A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products, is a foundational requirement.
• Experience and Knowledge: Proven experience in providing personalized planning and investment advice is crucial. A robust understanding of financial markets, products, and regulatory frameworks is expected.
• Digital Proficiency & Communication: Comfort and skill in using digital tools to enhance client interactions, coupled with thoughtful and trust-building communication, are vital.
• Risk Management and Compliance: A meticulous approach to identifying and managing risk, while upholding the highest standards of compliance, is paramount.
• Valued Additional Skills:
  • Experience in cultivating client relationships through internal and external collaboration.
  • Broad knowledge of the Financial Services industry, particularly retail regulated products and asset management.
  • Familiarity with pensions, investment advice, and UK taxation.
  • FCA-approved status and experience managing risk within client portfolios.
  • Adaptability and a curious mindset to navigate a rapidly changing industry.
• Regulatory Acumen: This role is designated as a 'Certified' role under the PRA & UK Financial Conduct Authority Individual Accountabilities Regulations, requiring adherence to mandatory regulatory qualifications and internal benchmarks.
• Strategic Contribution: As a Vice President, you'll be expected to contribute to strategy, drive requirements, and make recommendations for change. This includes managing resources, budgets, and policies, alongside a commitment to continuous improvement.
• Leadership Potential (if applicable): If team leadership is involved, expect to define roles, plan for future departmental needs, mentor employees, and foster a thriving work environment aligned with the company's LEAD behaviours (Listen, Energise, Align, Develop).
• Subject Matter Expertise (if an individual contributor): If you're an individual contributor, you'll be a subject matter expert, guiding technical direction, leading complex assignments, and mentoring less experienced colleagues.
• Stakeholder Management: The ability to advise key stakeholders, including senior management, and collaborate effectively across functional areas is essential.
• Analytical and Problem-Solving Skills: Sophisticated analytical thinking, interpretative skills, and the ability to develop innovative solutions based on comprehensive research are highly valued.
• Relationship Building: Proactively building and maintaining trusting relationships with internal and external stakeholders through influencing and negotiation skills is key to achieving business objectives.

This role, based in Birmingham, offers a unique chance to merge your technical expertise with your passion for client success. By joining this forward-thinking team, you'll not only advance your career but also contribute to a vital sector of the financial industry, upholding the core Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship.