Investment Advisor recruitment

About the challenge

Building strong relationships with new and existing clients through telephone consultations, you will provide them with an advice led solution to assist them in choosing the most appropriate discretionary fund solution available through Barclays. You’ll guide clients through the risk profiling process to ensure the chosen portfolio meets their risk appetite, and is best placed to assist them in meeting their medium and long term goals, whilst ensuring that all work meets current legislations and regulatory requirements. You will be required to achieve activity and revenue targets by initiating new client relationships, conducting client appointments, completing fact finds and making product recommendations.   

About you

We’re looking for someone with a proven track record in providing Investment Advice who can demonstrate a sound understanding of banking products and tax issues. You’ll be a bright mind with excellent personal and interpersonal skills and should have the ability to interpret and communicate complex regulatory requirements effectively. Strongly motivated and a consummate communicator, you will be the kind of person who thrives in a fast paced environment and is committed to developing your professional expertise. From an academic standpoint you’re likely to have appropriate investment / financial advice qualifications, ideally in line with Retail Distribution Review Level 4.

About us

At Barclays Wealth, we provide a range of financial services to private and intermediary clients worldwide. With offices in over 20 countries, we’re ideally positioned to achieve our aim of becoming the premier global wealth manager and advisor. For ambitious and talented professionals, ours is a strong global business, creating opportunities to develop a stimulating career where we’ll recognise your commitment and reward your efforts accordingly.

If you have what it takes to make a positive contribution to the future success of our business, please visit www.barclayswealthcareers.com

Barclays Wealth is the wealth management division of Barclays and operates through Barclays Bank PLC and its subsidiaries.

Barclays Bank PLC is registered in England and authorised and regulated by the Financial Services Authority. Registered No: 1026167