Wealth Planner
On-site · Bournemouth, England, United Kingdom
Job Summary
Wealth Planner at Barclays in Bournemouth delivering bespoke financial planning solutions to high-net-worth and ultra-high-net-worth clients across the UK. Provide advice on Pensions, Offshore Bonds, Protection and Tax Efficient investments, navigate UK regulatory frameworks, and collaborate with Private Bankers and Wealth Managers to meet clients’ wealth structuring goals. Develop and present tailored financial plans, support marketing and client education materials, and engage in relationship management to foster long-term client partnerships. Role emphasizes leadership behaviours, regulatory compliance, risk management, and cross-functional collaboration within a dynamic private banking environment.
Required Qualifications
- RDR Level 6 Financial Planning qualification
- Previous financial planning experience within a regulated environment
- Excellent interpersonal and communication skills
- Remarkable relationship management skills
- Ability to interpret and communicate multi-layered regulatory requirements
- Sound commercial judgement and understanding of Financial Services industry
- Digital literacy with planning software, CRM systems, and data security protocols
- Adaptability and resilience in navigating regulatory changes
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