Senior Wealth Planner Mass Affluent – Barclays, Birmingham, United Kingdom
Join us as a Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work with new and existing clients to understand their long‑term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel informed, supported, and empowered in the choices they make.
This role is part of our Mass Affluent Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets below £1 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 tailoring planning strategies to each client’s journey. You’ll collaborate with our Wealth Acquisition team to welcome new clients and ensure a smooth transition from prospect to invested customer. You’ll also work across teams to deliver a consistent and seamless experience.
As a Wealth Planner, you’ll be part of a forward‑thinking environment. You’ll use digital tools to enhance client engagement and stay connected to market trends. You’ll be encouraged to share ideas, refine your approach, and contribute to a culture that values integrity, inclusion, and high standards.
Key Responsibilities
* Build and nurture client relationships to drive long‑term financial outcomes.
* Deliver personalised planning and investment advice aligned with client goals.
* Collaborate with Wealth Acquisition and cross‑functional teams for smooth onboarding.
* Use digital tools to support client conversations and maintain engagement.
* Apply risk and compliance frameworks, maintaining high standards.
Qualifications
* A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
* Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations.
* Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust.
* A careful approach to identifying and managing risk, while maintaining high standards of compliance.
Desired Skills
* Experience working with internal teams and external networks to grow client relationships.
* Broad knowledge of the financial services industry, especially in retail regulated products and asset management.
* Familiarity with pensions, investment advice, and UK taxation.
* FCA‑approved status and experience managing risk within a client portfolio.
* Adaptability and curiosity in a fast‑changing environment.
Seniority Level
* Mid‑Senior level
Employment Type
* Full‑time
Job Function
* Finance and Sales
Industries
* Banking and Financial Services
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