Wealth Planner reference: 0000078173

Opportunity Review: Wealth Planner at Barclays

This Wealth Planner position at Barclays presents a compelling opportunity for experienced financial professionals seeking to make a significant impact within a leading financial institution. Designed for individuals passionate about delivering sophisticated financial advice to high-net-worth clients, this role offers a dynamic and supportive environment for career growth.

Advantages for Candidates:

• Client-Centric Impact: You will play a crucial role in shaping the financial futures of high-net-worth individuals across the UK, providing bespoke solutions for wealth structuring needs. This is an opportunity to build deep, long-term relationships and witness the direct positive impact of your expertise.
• Collaborative Ecosystem: This role thrives on collaboration. You'll work closely with Private Bankers and Wealth Managers, and crucially, have access to a wide network of specialists. This integrated approach ensures comprehensive client support and allows you to leverage diverse expertise.
• Technical & Regulatory Depth: The role demands and cultivates in-depth knowledge of complex financial products such as Pensions, Off-Shore Bonds, Protection, and Tax Efficient investments. Navigating the UK's stringent regulatory framework will sharpen your technical acumen and compliance skills.
• Career Advancement: Barclays fosters a supportive environment for professional development. This position is framed as an opportunity to grow within a dynamic team, contributing directly to client success and advancing your career path within the financial services sector.
• Prestigious Brand: Joining Barclays means becoming part of an established and respected global financial institution, offering a strong platform for career progression and professional credibility.
• Geographical Flexibility: The role offers the flexibility of being based in Manchester, Leeds, or Liverpool, allowing candidates to choose a location that best suits their lifestyle and preferences.

Key Considerations for Your Career Path:

• RDR Level 6 Qualification: A mandatory RDR Level 6 Financial Planning qualification is essential. Candidates who do not possess this should consider the investment required to attain it before applying.
• Proven Regulatory Experience: Previous experience in a regulated financial planning environment is highly valued. This indicates a readiness to operate within stringent compliance standards and an understanding of client protection.
• Exceptional Interpersonal Skills: Success in this role hinges on strong communication, trust-building, and relationship management. The ability to connect with diverse personalities and build rapport is paramount for long-term client engagement.
• Analytical & Problem-Solving Aptitude: You'll need to interpret multi-layered regulatory requirements and apply sound commercial judgment. The capacity to analyze client needs, develop strategic plans, and solve complex financial challenges is critical.
• Adaptability & Digital Fluency: The financial landscape is constantly evolving. Candidates should be adaptable, resilient, and possess a degree of digital literacy, including familiarity with relevant financial planning software and CRM systems.
• Understanding of Corporate Structures: Experience within a large, multi-layered organisation is beneficial, as it aids in navigating cross-functional collaboration and understanding the broader business impact of your role.
• Risk Management Focus: As a Certified role under PRA & UK FCA Individual Accountabilities Regulations, a strong understanding and demonstration of risk and controls is expected.

This Wealth Planner role at Barclays is an excellent opportunity for driven individuals looking to excel in a client-facing advisory capacity within a reputable organisation. By leveraging your technical expertise, strong interpersonal skills, and commitment to regulatory compliance, you can carve out a successful and impactful career path.