Senior planner Work, Jobs in Westminster, Gtl (with Salaries)

Senior Wealth Planner - Wealth Management
Barclays —London
- Mentoring
- Financial services
Senior Vice President, Regional Operations
CULTURAL EXPERIENCES ABROAD LLC —London
- £145,000 a year
- Full-time
- Management
- English
- Master's degree
Quick apply
Ladies Fashion : Merchandiser / Planner
R Famous Ltd —London
- £25,420.00 - £49,288.97 a year
- Part-time
- Microsoft Excel
- Management
- Customer service
Quick apply
Senior Planner
EE Smith Contracts —London
- Organisational skills
Planning Officer
The City Of London —London
- £49,140 - £55,000 a year
- Full-time
- Computer literacy
9d
Senior Planner
Kier Group —London
- Full-time
- Continuous improvement
- Travel
EA to the Chief Investment Officer - London
Attivo Investments —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- AI
- Work from home
Quick apply
2d
Senior Supply Planner
Joseph Joseph —London
- Hybrid work
- Data analysis skills
- Analysis skills
- Continuous improvement
- Employee discount
Office Manager and Personal Assistant
ST James Facilities —London
- £38,000 - £41,000 a year
- Full-time
- Microsoft Powerpoint
- Annual leave
Quick apply
7d
General Manager Events
Oak View Group —London
- Up to £60,000 a year
- Full-time
Senior Planner
Linesight —London
- Full-time
- Negotiation
Senior Planner - Outside IR35
Kent —Woking
- Hybrid work
8d
Urban Outfitters Senior Assistant Merchandiser
Urban Outfitters —London
- Full-time
- Merchandising
- Data analysis skills
- In-person
- Employee discount
- Gym membership
4h
Senior Event Planner
Intercontinental Exchange Holdings, Inc. —London
- Full-time
- Project management
- Bachelor's degree
- Travel
Senior Information Coordinator
Kier Group —London
- Part-time
- Management
- Time management
- Flexible schedule
Urban Outfitters Assistant Merchandiser
Urban Outfitters —London
- Full-time
- Merchandising
- Team management
- In-person
- Employee discount
- Gym membership
Senior Programme Planner
Atos —Balham
- Communication skills
- Annual leave
Senior Planner - Transmission & Distribution
LOCKROSE Limited —Holborn
- £70,000 - £90,000 a year
- Full-time
- Hybrid work
- Engineering
- Bachelor's degree
- Continuous improvement
- Annual leave
Quick apply
Senior Strategic Planner
IPG Health —London
- Hybrid work
Senior Planner
Sisk —London
- Full-time
- Management
- Annual leave

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Senior Wealth Planner - Wealth Management

Barclays -
London

Apply Now

Job details

Permanent

Qualifications

Investment
Pension
Stakeholder collaboration
Conduct risk analysis
Financial advisory experience
Client engagement
Stakeholder liaison
Mentoring junior staff
Internal department liaison
Financial analysis
Partnership building
Customer relationship management
Risk management
Mentoring
Relationship management
Financial services

Full job description

Date live: 05/06/2026

Business Area: Mass Affluent & Virtual (Trading)

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000093686

Join us as a Senior 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.

This role is part of our Wealth Management Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client’s needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.

You’ll build lasting relationships by listening with care, offering specialist guidance, and tailoring planning strategies to each client’s journey. You’ll collaborate with our Wealth Acquisition team to welcome new clients and ensure a smooth transition from prospect to invested customer. You’ll also work across teams to deliver a consistent and seamless experience.

As a Senior Wealth Planner, you’ll be part of a forward-thinking environment. You’ll use digital tools to enhance client engagement and stay connected to market trends. You’ll be encouraged to share ideas, refine your approach, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role—it’s a chance to make a meaningful impact while growing your experience in a supportive and evolving space.

To be successful as a Senior Wealth Planner, you should bring:

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations.
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust.
A careful approach to identifying and managing risk, while maintaining high standards of compliance.

Some other highly valued skills may include:

Experience working with internal teams and external networks to grow client relationships.
Broad knowledge of the Financial Services industry, especially in retail regulated products and asset management.
Familiarity with pensions, investment advice, and UK taxation.
FCA-approved status and experience managing risk within a client portfolio.
Adaptability and curiosity in a fast-changing environment.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities

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.

Vice President Expectations

To 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, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
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.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
Adopt and include the outcomes of extensive research in problem solving processes.
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Apply Now

Refine Your Search

senior planner jobs in westminster, gtl

Senior Wealth Planner - Wealth Management

Senior Vice President, Regional Operations

Ladies Fashion : Merchandiser / Planner

Senior Planner

Planning Officer

Senior Planner

EA to the Chief Investment Officer - London

Senior Supply Planner

Office Manager and Personal Assistant

General Manager Events

Senior Planner

Senior Planner - Outside IR35

Urban Outfitters Senior Assistant Merchandiser

Senior Event Planner

Senior Information Coordinator

Urban Outfitters Assistant Merchandiser

Senior Programme Planner

Senior Planner - Transmission & Distribution

Senior Strategic Planner

Senior Planner

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