Senior Wealth Planner Mass Affluent job opportunity at Barclays.

Professional Certificate

Birmingham, United Kingdom

Birmingham....United Kingdom

summarize with Ai

Join us as a #Wealth #Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel informed, supported, and empowered in the choices they make. __ #Management of #client relationships to identify the clients’ financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to #support client needs. __ #Research and understanding of the client's #industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. __ Design of customised solutions that address the client's specific needs and objectives, incorporating a range of #products and services from the bank's portfolio. __ Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the #client and the #bank. __ Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies #support, and updates on market trends to ensure a positive and continuous relationship. __ Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses. __ Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy. __ Monitoring of client satisfaction, #revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts. __ Contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures. __ If managing a team, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance and contribute to employee pay decisions/changes. __ Lead specialists to influence #operations of a department, balancing short and long-term goals and ensuring budgets and schedules meet corporate requirements. __ For individual contributors, act as subject matter expert within own discipline, guide technical direction, lead collaborative assignments, and coach less experienced specialists. __ Advise key stakeholders, including functional leadership teams and senior management on functional and cross-functional areas of impact and alignment. __ Manage and mitigate risks through assessment, in support of the control and governance agenda. __ Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives.