Skip to main content
We’re currently updating our application system. This means that from 25 June until our new system is live in July you won’t be able to apply for a job on this site. You can still register your interest in our opportunities by submitting your full name and email address via our TalentPool. We'll keep you updated and let you know when applications are open. We’re sorry for any inconvenience this may cause, and we appreciate your understanding.

Wealth Manager

Edinburgh, United Kingdom

The following apply button and save job button is for a sticky navigation bar. As such this is duplicated for presentation purposes. Sign up to our Talent Pool

Edinburgh, Scotland

Sign up to our Talent Pool

Date live: Jun. 27, 2024

Business Area: Barclays International

Area of Expertise: Relationship Management / Sales

Reference Code: 90392076

Contract: Permanent

Wealth Manager
Edinburgh

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.

As a Barclays Wealth Manager, you’ll join a team of specialists within Private Bank & Wealth Management, helping clients create financial plans for their future through a full-service offering, including financial planning, investment management, lending, banking and cash management. As a trusted adviser, you’ll have the chance to understand customers’ needs and long-term goals, providing investment and planning advice to work towards their financial and lifestyle ambitions, partnering with the Wealth Planner when detailed needs are identified.

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.


What will you be doing?
•    Achieving independently personal objectives and assisting in achieving team targets, deepening the relationships we have with customers
•    Delivering high quality bespoke investment and planning advice, maximising value for customers, ensuring investments are invested in line with customer needs
•    Understanding the risks associated with investment products; in particular, the relationship between customer attitudes to risk and the suitability of financial products
•    Utilising fully and engaging the Wealth Manager toolset, systems and platforms, and challenging current standards to continuously improve quality
•    Engaging with digital technologies, products and solutions that are relevant to the Wealth proposition and can use them to enhance the service provided to clients
•    Maintaining the highest levels of customer service and delivery, discussing markets, their issues, and opportunities with prospective and existing customers 
•    Acting as a key contact and recognised as an expert for all Wealth Proposition products e.g., Banking and Credit
•    Acting as the key liaison between the customer and other parts of the Barclays group

What we’re looking for:
•    A financial planning qualification with a minimum of Level 4, and satisfaction of the FCA criteria for an approved person both initially and ongoing
•    Appropriate technical/product knowledge of pensions and Investment Advice in the UK and a good understanding of the current UK taxation system
•    Experience of controlling and monitoring risk within a client book
•    Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products/service to mass market and asset management

Skills that will help you in the role:
•    Experience of building a customer base using internal and external networks
•    Excellent interpersonal and communication skills

Where will you be working?
Located in the Heart of Edinburgh’s West End, our new refurbished offices are set across 4 floors of a beautiful Georgian townhouse. We are also conveniently located close to many shops and restaurants in this vibrant part of the city. Our location is ideally situated with excellent transport links.








#LI-Hybrid

More about working at Barclays

Barclays offices across the UK are designed to be places where our people can come together to do their best work, surrounded by excellent facilities for both work and leisure. These are warm, diverse, supportive communities in some of the UK’s best locations, where everyone can thrive.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business.

Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a Carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager.

We're committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 - Your application
Step 2 - Your assessment
Step 3 - Your interview
Step 4 - Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click here to learn more.

Find out more information here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

The Barclays Way

This is the spirit of Barclays. It’s why we exist, what we believe and how we behave. But most importantly, it’s how we make decisions, take action and get things done.

Learn more

Purpose

Working together for a better financial future.

Values

We believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.

Mindset

We discover our full potential through our desire to Empower, Challenge and Drive each other.

Related Jobs


East of Scotland Hub Leader

Edinburgh (United Kingdom)

27 Jun