Senior Wealth Planner reference: 0000078849

Career Opportunity: Wealth Planner - Shape Financial Futures

Are you a driven and client-focused professional with a passion for guiding individuals towards their financial aspirations? This Wealth Planner role presents an exciting opportunity to take a leading role in empowering clients to achieve their long-term financial and lifestyle goals. If you thrive in a dynamic environment and are eager to make a tangible impact, this position within our growing Mass Affluent Business could be your next career step.

What This Opportunity Offers:

• Client-Centric Impact: Directly influence clients' financial well-being by providing bespoke planning and investment advice. Your expertise will foster client confidence and empowerment.
• Growth Sector: Be a key player in a rapidly expanding segment of the bank, focused on supporting clients with investable assets below £1 million and addressing the UK's Advice Gap.
• Innovative Approach: Contribute to a forward-thinking proposition that seamlessly integrates digital tools with expert adviser support, offering a connected and accessible client journey.
• Relationship Building: Cultivate lasting partnerships through attentive listening, specialist guidance, and tailored planning strategies.
• Collaborative Environment: Work closely with the Wealth Acquisition team to welcome new clients and collaborate across departments to ensure a consistent and exceptional client experience.
• Continuous Development: Thrive in an environment that encourages idea sharing, refinement of approaches, and contribution to a culture of integrity, inclusion, and high standards.
• Professional Growth: This role is more than a job; it's a chance to deepen your experience in a supportive and evolving financial landscape.
• Location: This position is based in Manchester.

Key Considerations for Aspiring Candidates:

To excel in this role, candidates should possess a strong foundation in financial planning. Key qualifications and experience include:

• A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
• Proven experience in offering personalised planning and investment advice, underpinned by a solid understanding of financial markets, products, and regulations.
• Proficiency in utilizing digital tools to enhance client engagement and a strong ability to communicate effectively, building trust and rapport.
• A meticulous approach to identifying and managing risk, with a steadfast commitment to compliance.

Additionally, candidates with the following skills will find their experience particularly valued:

• Experience collaborating with internal teams and external networks to foster client relationship growth.
• Broad knowledge of the Financial Services industry, with a focus on retail regulated products and asset management.
• Familiarity with pensions, investment advice, and UK taxation.
• FCA-approved status and experience in managing risk within client portfolios.
• Adaptability and a curious mindset to thrive in a fast-paced and evolving industry.

Success in this role will be assessed on critical skills such as risk management, change agility, business acumen, strategic thinking, and digital proficiency, alongside your technical expertise.

Please note that this role is designated as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations, potentially requiring mandatory regulatory qualifications or minimum internal benchmarks.

The purpose of this role is to establish and nurture profitable partnerships with both corporate and individual clients, acting as a vital link between the bank's offerings and client needs for mutual long-term success.

Key accountabilities include managing client relationships, analyzing financial data to identify trends and client needs, researching industry landscapes, designing customized solutions, communicating value propositions, providing expert financial guidance, assessing and mitigating risks, documenting client interactions, and monitoring client satisfaction and revenue metrics.

As a Wealth Planner, you will embody the organization's values of Respect, Integrity, Service, Excellence, and Stewardship, while demonstrating the Barclays Mindset to Empower, Challenge, and Drive.