Join us as a Wealth Planner, where you’ll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them.
This role is part of our Wealth Management Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client’s needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
You’ll build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies tailored to each client’s journey. You’ll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer. You’ll also work across teams to provide a seamless and consistent experience.
As a Wealth Planner, you’ll be part of a forward-thinking environment. You’ll use digital tools and platforms to enhance client engagement and stay connected to market trends. You’ll be encouraged to refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role—it’s a chance to make a meaningful impact while growing your knowledge in a supportive and evolving space.
To be successful as a Wealth Planner, you should bring:
* A recognised financial planning qualification at RDR Level 4 or above—this is essential. You’ll use your knowledge to offer personalised planning and investment advice that reflects each client’s goals, values, and comfort with risk.
* A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client.
* Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection.
* A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance.
Some other highly valued skills may include:
* Experience engaging with both internal teams and external networks to welcome new clients and grow relationships.
* Broad exposure to the Financial Services industry, especially in retail regulated products and asset management.
* Familiarity with pensions, investment advice, and UK taxation.
* Experience managing risk within a client portfolio.
* Adaptability and curiosity in a fast-evolving environment.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in Birmingham or Manchester.
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 the minimum qualifications to meet internal company benchmarks.
Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It’s the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.
Accountabilities
* Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
* Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
* Design of customised solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
* Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
* Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
* Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
* Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
* Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
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