Senior Wealth Planner - Wealth Management

Job Summary

Senior Wealth Planner role within Barclays Wealth Management. Build long‑term client relationships, provide bespoke financial planning and investment advice, and support clients with assets up to £3million. The role is based in Southampton, Bournemouth or Guildford.

• Acquire, develop and maintain long‑term client relationships, focusing on high‑net‑worth individuals.
• Conduct bespoke financial planning and investment advice aligned with client goals and risk profile.
• Ensure compliance with regulatory framework, internal risk policies and FCA requirements.
• Use digital tools to support client conversations and engagement.
• Collaborate with Wealth Acquisition, advisory and support teams to provide a seamless customer journey.
• Assist in identifying growth opportunities and risk mitigation strategies.
• Contribute to cross‑functional initiatives, influencing strategy and best practices.

• Minimum RDR Level4 qualification in financial planning with certification in packaged products.
• Experience delivering personalised planning and investment advice, with solid market, product and regulatory knowledge.
• FCA‑approved status and demonstrated risk management and compliance competence.
• Strong communication skills and digital proficiency to build trust with clients.
• Knowledge of pensions, investment advice, UK taxation and asset management preferred.
• Adaptable, curious and able to thrive in a fast‑changing environment.

• Opportunity to work in a forward‑thinking wealth management business focused on affluent clients.
• Access to digital platforms and tools that enhance client engagement.
• Contribution to a culture that values integrity, inclusion and high standards.
• Competitive remuneration and career development opportunities within Barclays Wealth Management.