Planner Work, Jobs in Surbiton, Gtl (with Salaries)

Ultra-High-Net-Worth Private Banker
Barclays —London
- Mentoring
- Financial services
Planning Officer
Elmbridge Borough Council —Esher
- £34,212 - £49,775 a year
- Full-time
- Hybrid work
- Free parking
- Employee discount
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
Lifestyle & Wellness Co-ordinator
Bupa —Guildford
- £13.30 an hour
- Full-time
- Budgeting
- Employee discount
- Gym membership
Quick apply
Customer Service Coordinator
Johnson Controls —Sunbury
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Annual leave
- Employee assistance programme
Planning Coordinator
Rope access in London Ltd —London
- £28,000 - £30,000 a year
- Full-time
- English
- Analysis skills
- Data entry
Quick apply
4d
Social media and content intern
Aimee Joyce London —London
- Up to £12,500 a year
- Part-time
- Social media management
- In-person
Quick apply
1h
Premium Experience Coordinator (FTC)
Formula E —London
- £30,800 - £33,000 a year
- Hybrid work
- Travel
- Organisational skills
- Store discount
- Annual leave
2d
Project Coordinator
Osprey Charging Network —London
- £28,000 - £32,000 a year
- Hybrid work
- Salesforce
- Engineering
- Microsoft Office
- Annual leave
Quick apply
7d
Station Planner
Red Handling UK —Gatwick Airport
- £38,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- In-person
- Free parking
- Sick pay
Quick apply
4d
Urban Outfitters Assistant Merchandiser
Urban Outfitters —London
- Full-time
- Merchandising
- Team management
- In-person
- Employee discount
- Gym membership
Assistant Merchandiser
QVC —West London
- Full-time
- Hybrid work
- Merchandising
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Sales and Events Manager
HoneyShade, Restaurant Lounge Social —London
- £45,000 - £50,000 a year
- Full-time
- Hospitality
- Business development
- In-person
- Annual leave
Quick apply
5d
CONTACT CENTRE OPERATIONAL PLANNER
Merlin Entertainments —Chessington
- Weekend availability
- Hybrid work
- Data analysis skills
- Analysis skills
- Presentation skills
- Employee assistance programme
- Employee discount
Data Administrator & School Office Receptionist
The Cavendish School —Camden Town
- £27,583 - £33,948 a year
- Full-time
- Writing skills
- English
- Microsoft Office
- Annual leave
- Sick pay
Quick apply
Event Operations Manager
Founders Forum Group —London
- Weekend availability
- Hybrid work
- Google Suite
- Travel
- Organisational skills
- Annual leave
- Work from home
Quick apply
12d
Clerk to Governors
Ark Schools —London
- £14,678 - £16,054 a year
- Monday to Friday
- Microsoft Outlook
- Travel
- Recruiting
- Annual leave
- Flexitime
5d
Anthropologie Assistant Merchandiser
Anthropologie —London
- Full-time
- Merchandising
- Team management
- In-person
- Employee discount
- Gym membership
Project and Change Manager
Bupa —London
- From £70,000 a year
- Full-time
- Agile
- Communication skills
- Annual leave
- Work from home
Quick apply
Planning Officer
The City Of London —London
- £49,140 - £55,000 a year
- Full-time
- Computer literacy
5d

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Ultra-High-Net-Worth Private Banker

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: 18/08/2026

Business Area: United Kingdom

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000119878

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

planner jobs in surbiton, gtl

Ultra-High-Net-Worth Private Banker

Planning Officer

Ladies Fashion : Merchandiser / Planner

Lifestyle & Wellness Co-ordinator

Customer Service Coordinator

Planning Coordinator

Social media and content intern

Premium Experience Coordinator (FTC)

Project Coordinator

Station Planner

Urban Outfitters Assistant Merchandiser

Assistant Merchandiser

Sales and Events Manager

CONTACT CENTRE OPERATIONAL PLANNER

Data Administrator & School Office Receptionist

Event Operations Manager

Clerk to Governors

Anthropologie Assistant Merchandiser

Project and Change Manager

Planning Officer

I want to receive the latest job alerts for planner in surbiton, gtl

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