Wealth Planner

Job Overview

Join us as a Wealth Planner and become a key member of a group delivering bespoke financial planning solutions to high-net-worth and ultra-high-net-worth clients across the UK. Working closely with Private Bankers and Wealth Managers, you will provide bespoke financial advice on pensions, off-shore bonds, protection and tax-efficient investments to help clients achieve their wealth structuring needs. At Barclays, you’ll have access to a network of specialists who support you in delivering advice.

In this role, you’ll help foster long-term client relationships and offer highly technical, regulated advice to meet clients’ financial goals, thereby playing a key part in our aspiration to be the investment partner of choice for our clients, their families and the next generation. All advice will comply with UK standards and you will navigate the complexities of the UK regulatory framework.

• Provide bespoke financial advice across all asset classes, wealth structuring, lending and banking services.
• Build and maintain long‑term client relationships.
• Offer highly technical, regulated advice to achieve clients’ financial goals.
• Ensure compliance with UK regulatory framework.
• Navigate the complexities of the UK regulatory framework and maintain regulatory compliance.
• Collaborate with Private Bankers and Wealth Managers to deliver comprehensive solutions.

• RDR Level 6 Financial Planning qualification.
• Previous financial planning experience within a regulated environment.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and stakeholders.
• Remarkable relationship management skills, essential for maintaining long‑term client engagement and delivering tailored financial solutions.
• Ability to interpret and communicate multi‑layered regulatory requirements effectively.
• Sound commercial judgement and a solid understanding of the Financial Services Industry, particularly the business impact of the regulatory environment.

• Attention to detail, especially when reviewing financial documents, client portfolios and regulatory disclosures.
• Experience working within a large organisation, with an understanding of multi‑layered structures and cross‑functional collaboration.
• Problem‑solving abilities, to assess client needs and develop strategic financial plans.
• Digital literacy, including familiarity with financial planning software, CRM systems and data security protocols.
• Adaptability and resilience, particularly in navigating regulatory changes and evolving client expectations.

Bournemouth

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority – Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or meet internal company benchmarks.