Senior Wealth Planner

Overview

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 Mass Affluent Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets below £1 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.

• A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
• Experience of fering 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.
• 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.

Note:
The bolded items above are converted from the original emphasis; other original notes and phrasing have been retained in context.

• 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.
• Experience with pensions, investment advice, and UK taxation.
• Regulatory knowledge and risk management 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 the 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 Birmingham.

Note:

The original description included regulatory and accountability statements. The formatted version retains the essential purpose and requirements; any mandatory regulatory qualifications or internal benchmarks will be maintained as applicable by the employer.

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.

• Management of client relationships to identify financial goals, challenges, and risk tolerance; support analysis of data from portfolios and cash flow to identify trends and opportunities.
• Research and understanding of client industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that…