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Wealth Advisor

London, United Kingdom

Date live: Jun. 17, 2024

Business Area: Barclays International

Area of Expertise: Relationship Management / Sales

Reference Code: 90391875

Contract: Permanent

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Wealth Advisor
London

As a Barclays Wealth Advisor, you will be joining the Wealth Advisory Team, focusing on the Wealth and estate planning needs of the UK Domestic & International HNW/UHNW client base. Aiding Senior Wealth Advisors in delivering UK and international cross border succession planning advice as well as supporting the Wealth Advisory team to develop and expand the Wealth Advisory product set, you will provide a range of estate planning services to clients who hold cash and assets under management with Barclays with values in excess of £3million.

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?
• Sharing client relationship management accountabilities with the Private Bankers and educating on technical wealth advisory matters to be presented to the client base
• Aiding the Senior Wealth Advisors in providing innovative, creative solutions to a broad range of cross border estate planning client requirements
• Sourcing opportunities for UK Wealth Planning products /services and facilitating introductions to regulated UK Wealth Planners as appropriate
• Leading the risk management agenda, assisting Financial Crime colleagues with technical structural/onboarding questions
• Attending regular meetings and engagement with the Bank’s clients, directly contributing to revenue generation, and seeking Net New Assets (NNA)
• Seeking new business opportunities from the Private Bankers and progressing all leads through to completion of sale
• Assisting with the evolution and enhancement of the UK regulated Wealth Planning product set working closely with the Head of the PBWM Insurance & Pensions team
• Assisting and contributing to the KBI /Business Development strategy with independent trust companies, private client lawyers and tax accountants

What we’re looking for:
• A proven track record in the financial services industry, legal profession, or within the field of provision of advice or services to personal clients internationally and/or within the UK
• Technical skills in the UK tax arena acquired through experience working for private client law /accountancy firms and /or in a Group Tax environment
• Sound academic background, holding relevant technical and professional qualifications, with post qualified experience within the private client arena
• A qualified Solicitor or Accountant and will be a member of an appropriate professional body e.g., STEP

Skills that will help you in the role:
• Great interpersonal skills
• The ability and competency to forge and maintain relationships with colleagues and Key clients
• Multi-jurisdictional international cross border tax /legal experience

Where will you be working?
In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links. With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.

#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.

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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.

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