Private Clients Wealth Adviser

Private Clients Wealth Adviser As a Private Clients Wealth Adviser, youll be in a senior role combining client advice with the opportunity to be at the forefront of strategy development and projects. You will be one of two technical specialists working in partnership with in-house experts to support a team of over 40 relationship managers and advisors. This will make you the go-to technical face of the financial planning service within Private Clients. About us: We have a number of contact and processing centres, and theres a full spectrum of customer service, admin support and agent roles. These teams support our mortgage agents as well as our retail network. They also manage the admin associated with customer and product related processing - ensuring the standards of our service are consistently high. As a Private Clients Wealth Adviser, your main responsibilities will involve:* Delivering high-quality investment advice* Being responsible for providing a first-class financial planning service, based on careful analysis of the financial needs and risk position of the client* Maintaining and developing client relationships and providing financial advice* Using multiple sources of information to interpret and solve problems effectively in complex situations* Collaborating with Private Client Managers and Private Client Service Managers to enable the delivery of high-quality administrative support and customer service excellence As a Private Clients Wealth Adviser, your skills and qualifications will include:* A strong academic record and advanced financial planning examinations* Extensive experience working with high net-worth clients* Excellent knowledge of investment solutions and Behavioural Finance, Structured Products and Discretionary/non-Discretionary investments * Practical Experience and understanding of the risks associated with investment products in particular, the relationship between customer attitudes to risk and the sustainability of financial products* Broad experience in the Financial Services Industry* A solid understanding of the current UK taxation system* A focused delivery approach with the ability to achieve quality results with a challenging but positive influential style* A sales and process driven mind-set, with the ability to juggle priorities, multitask and execute tasks at speed The Benefits: Our customers deserve the best. The same goes for our employees. Thats why at Barclays youll receive a range of benefits that include a competitive salary, flexible hours and all the tools, technology and support you need to succeed. Thats not all. Well also offer you private healthcare, childcare savings, and employer discounts. All this, plus a unique company spirit that encourages people to achieve their best. Our Values: All we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it. Diversity: We will consider applications from job share applicants. At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation. On the move?Download our jobs app Barclays Jobs We encourage applicants to apply as early as possible in the recruitment period. Barclays recruitment periods can and may vary. We reserve the right to remove this advert during the recruitment process.