Wealth Planner

At Barclays, we are dedicated to providing our clients with comprehensive and personalized financial planning services. As a Wealth Planner, you will play a crucial role in helping individuals and families achieve their financial goals and secure their financial future. We are looking for a highly motivated and experienced individual with a strong understanding of financial planning and a passion for helping clients reach their financial objectives. If you have a proven track record of success in the financial industry and are committed to delivering exceptional service to our clients, we invite you to join our team at Barclays.

1. Conduct thorough financial assessments and analysis for clients to develop personalized financial plans.
2. Collaborate with clients to understand their short and long-term financial goals and objectives.
3. Provide expert advice and recommendations on investment strategies, wealth management, and retirement planning.
4. Utilize knowledge of financial products and services to assist clients in making informed decisions.
5. Stay updated on current market trends and regulations to ensure accurate and up-to-date financial advice.
6. Build and maintain strong relationships with clients to understand their changing financial needs.
7. Communicate complex financial information in a clear and understandable manner to clients.
8. Monitor and review client portfolios on a regular basis to identify any necessary adjustments or updates.
9. Identify new business opportunities and collaborate with team members to expand the client base.
10. Adhere to all company policies and procedures, as well as regulatory requirements.
11. Continuously seek out professional development opportunities to enhance knowledge and skills.
12. Maintain confidentiality and protect sensitive client information.
13. Provide exceptional customer service and address any client concerns or inquiries promptly.
14. Collaborate with other departments and teams within the company to ensure a seamless client experience.
15. Represent Barclays in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Wealth Planner in London, UK is between £60,000-£90,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or industry the Wealth Planner is working in. Some Wealth Planners may earn significantly more than this average, while others may earn less. It is important to research the specific job market and company you are interested in to get a better understanding of the salary range for Wealth Planners in that area.

Barclays plc is a British multinational investment bank and financial services company, headquartered in London. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.