Senior Wealth Planner - Wealth Management (m|f|x) Manchester

Join us as a Wealth Planner, where you’ll play 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 tailored solutions that support their financial and lifestyle needs. Your expertise 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 of 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 tailored to each client’s needs. Clients benefit from a seamless experience that combines digital channels with advisor support, creating a connected and supportive journey.

You’ll build lasting relationships by listening attentively, offering expert 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 client. You’ll also work across teams to deliver a consistent and seamless experience.

As a 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 just a role—it’s an opportunity to make a meaningful impact while gaining experience in a supportive and dynamic environment.

Purpose of the role:
To establish and nurture profitable partnerships with both corporate and individual clients. It serves as the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.

Tasks

• Management of client relationships to identify the client’s financial goals, challenges, and risk tolerance in order 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 the client’s needs.
• Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Designing customized solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial to both the client and the bank.
• Providing guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies, and updates on market trends to ensure a positive and ongoing relationship.
• Assessing financial, legal, and operational risks associated with client relationships and implementing measures to minimize potential losses.
• Documenting all client interactions, transactions, and agreements to ensure transparency and auditability, and effectively communicating findings to support product development, service offerings, and the bank’s overall strategy.
• Monitoring client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Profile / Your qualification / Your personality

To be successful as a Wealth Planner, you should have

• A financial planning qualification at RDR Level 4 or higher, including certification in advising on packaged products.
• Experience providing personalized planning and investment advice, with a solid understanding of financial markets, products, and regulations.
• The ability to use digital tools to support client interactions, along with thoughtful communication that builds trust.
• A careful approach to identifying and managing risk, while maintaining high standards of compliance.

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, particularly in regulated retail products and asset management.
• Familiarity with pensions, investment advice, and U.K. taxation.
• FCA-approved status and experience managing risk within a client portfolio.
• Adaptability and curiosity in a rapidly changing environment.

Vice President Expectations

• To contribute to or establish strategy, drive requirements, and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies and processes; implement continuous improvements; and escalate violations of policies and procedures.
• If managing a team, they define roles and responsibilities, plan for the department’s future needs and operations, provide performance feedback to employees, and contribute to decisions regarding employee compensation and related changes. They may also lead a team of specialists to influence departmental operations, in alignment with both strategic and tactical priorities, while balancing short- and long-term goals and ensuring that budgets and schedules meet corporate requirements.
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they will be a subject matter expert within their own discipline and will guide the technical direction. They will lead collaborative, multi-year projects and guide team members through structured assignments, identifying when other areas of expertise are needed to complete the work. They will train, guide, and coach less experienced specialists and provide information relevant to long-term profits, organizational 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 related to your team’s work.
• Demonstrate a comprehensive understanding of the organization’s functions to contribute to achieving the business’s goals.
• Collaborate with other departments to ensure that support functions aligned with the business stay up to date with business activities and strategies.
• Create solutions based on sophisticated analytical thinking by comparing and selecting complex alternatives. In-depth analysis combined with interpretive thinking will be required to define problems and develop innovative solutions.
• Adopt and incorporate the findings of extensive research into problem-solving processes.
• Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve results.

Application

You may be assessed on the key critical skills relevant to 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.

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Location

86–88 Market Street, GB-M1 1PD Manchester