If you’re thinking about moving forward in your career, then join Barclays. You will work as the face of the company as you work with customers to ensure complete customer satisfaction.
As a Wealth Planner, you will offer bespoke banking and investment solutions to Ultra High/High Net Worth (UHNW/HNW) clients across the country. You will provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services. You will represent a unique opportunity for senior Wealth Planners to further develop their career within a high quality environment.
• Working closely with a designated group of wealth managers to provide full wealth planning services to a group of clients with an emphasis on regulated products
• Having responsibility for structuring client’s affairs in the most efficient way in order to achieve established medium and long term goals
• Developing and maintaining client relationships and providing financial advice within the UK regulatory framework
• Coaching more junior colleagues both within the immediate team and within the wider wealth community
• Devising and implementing a client acquisition strategy with the team managers and collaborating with other specialist support teams to introduce clients as appropriate
• Taking on responsibility for meeting the required commercial revenue targets
• Appropriate advanced financial planning examinations such as a Diploma in financial planning to a minimum of Qualifications and Credit Framework (QCF) 4
• Satisfying the Financial Conduct Authority (FCA) criteria for an approved person both initially and ongoing
• Specific small and medium-sized enterprise (SME) experience in the area of complex financial planning solutions for high net worth clients
• Proven technical/product knowledge of UK Life Assurance, Pensions and Investment Advisory
• The ability to juggle priorities, multitask and deliver work at speed
• Possessing commercial judgement and an overall understanding of the Financial Services Industry, particularly the business impact of the regulatory environment
• A positive mindset to embrace a challenge in an evolving/changing environment
This role is deemed as a Certified role under the PRA & FCA - Individual Accountabilities Regulations and may require you to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks
In the centre of Spinningfields, Hardman Street is right in the centre of the best of Manchester’s professional business network. A multi divisional space with Corporate, Wealth, Premier and Digital colleagues, the offices include a client suite for meetings for up to 100 people, but are equally intimate for smaller meetings. Set in the heart of the cities gyms, bars, restaurants and shopping, Barclays offices are a real benefit to its 300 staff and an attractive venue for clients.
Interested and want to know more about Barclays? Visit for more details.
Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives. If you have a need for flexibility then please discuss this with the Hiring Manager.
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. Our values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our colleagues. Simply put, success is not just about what you achieve, but about how you achieve it.
We aim to foster a culture where individuals of all backgrounds feel confident in bringing their whole selves to work, feel included and their talents are nurtured, empowering them to contribute fully to our vision and goals.
Our customers are unique. The same goes for our colleagues. That's why at Barclays we offer a range of benefits, allowing every colleague to choose the best options for their personal circumstances. These include a competitive salary and pension, health care and all the tools, technology and support to help you become the very best you can be. We are proud of our dynamic working options for colleagues. If you have a need for flexibility then please discuss this with us. Where appropriate, and for UK based roles, we will consider requests that the role be based at alternative Barclays’ key UK location from that advertised.
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