Wealth Planner

Wealth Planner

As a Wealth Planner joining Barclays during a time of growth, you will be able to not only manage, but also build our customer portfolio. We’ll give you exposure to a wide range of products, meaning you will get excellent exposure to the Bank, which means this position is a great opportunity for development.

Why join us?
Wealth Management provides specialist investment led and Wealth Planning services, designed to help clients understand and meet their financial goals. Our culture places our clients at the heart of what we do and our broad proposition and wide range of solutions creates a very powerful proposition to take to our clients. We operate a strong team based approach, and whilst our process and proposition are strong, the key driver for our business is still our people. We offer a modern collaborative culture, with a strong development focus supporting in role development, promotion and career mobility.

The Wealth Management business has recently re-branded to the external market with a million pound marketing campaign in late 2017 and has entered a growth phase to take advantage of not only our opportunity from within Barclays but also the need for face to face advice for our high net worth clients to address increasing complexity and changes in legislation. We’re proud to say that being part of a market leading group like Barclays, we are also able to leverage market leading digital innovation and infrastructure giving you the support you need to succeed.

Your responsibilities as a Wealth Planner will be:
• To provide full wealth planning services to a group of our customers with an emphasis on regulated products
• To provide financial advice to your customers
• To build and maintain strong relationships with your customers in order to introduce them to a wider range of products and services across the Bank
• To identify, develop and secure new client relationships through referrals and leveraging both Barclays wide internal network and your own network
• To devise and implement a client acquisition strategy

As a Wealth Planner, your skills and qualifications will include:
• Ideally you will have worked in a private bank or wealth management before this role
• A strong financial planning / advice background
• Detailed knowledge of regulatory requirements and the taxation system in the UK, plus technical and product knowledge of life assurance, pensions and investment advisory
• Excellent market knowledge with an ongoing interest in the financial markets

In return, we’ll offer you:
Generous pension contributions, life assurance and income protection cover, as well as private medical care and 25 days holiday. You can also take advantage of a wide choice of voluntary benefits, with discounts and tax advantages on many of them. You will be offered a competitive salary, with the salary range for this role starting from £65k.

Regulated Role:
This role is a certified role under the PRA & FCA – Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Our Culture:
All we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it.
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.

Diversity:
We will consider applications from job share applicants. At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation.

Ready to apply?
There are up to five stages to our application process:
1. Application: On your application we’ll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it’s a good idea to have it ready.
2. Online Assessment: We’ll then ask you to complete an online assessment exercise which we will send to you via email. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they’ll also provide you with some insight into what our roles entail.
3. Application Review: We will review your application along with your responses to the online assessment exercise. Depending on the type of role you are applying for, we may contact you to arrange a brief telephone interview to discuss your experience in more detail.
4. Interview: If your application is progressed, we’ll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we’ll provide some options and ask you to select your preferred timeslot.
5. Outcome: We will keep you updated throughout the process. If you attend an interview, we’ll be in touch within five working days of all interviews being completed to advise you of the outcome.

Visit our website for tips and advice on each stage www.jobs.barclays.co.uk/advice or click below to apply now.

We encourage applicants to apply as early as possible in the recruitment period. Barclays recruitment periods can and may vary. We reserve the right to remove this advert during the recruitment process.

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