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Senior Wealth Planner: Bespoke Planning & Impact
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2025-12-24
Listing for:
Barclays UK
Full Time
position Listed on 2025-12-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial institution in Birmingham seeks a Wealth Planner to assist clients in shaping their financial future through tailored planning and investment advice. The successful candidate will build lasting client relationships, utilize digital tools for engagement, and ensure compliance with financial regulations. The position requires a financial planning qualification at RDR Level 4, along with experience in personalized planning.
This is a pivotal role within the organization's Mass Affluent Business.
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Position Requirements
10+ Years
work experience
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