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.
Key Responsibilities
* 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.
Qualifications & Experience
* 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.
Benefits
* 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.
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