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Financial Advisor Financial Services Financial Consultant

Wealth Planner - Craft Bespoke Financial Futures

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Barclays UK
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in the UK seeks a Wealth Planner in Birmingham or Manchester to help clients shape their financial future through tailored investment advice and planning. The successful candidate will build strong relationships with clients and utilize digital tools to enhance communications. Emphasizing compliance and high standards, this role includes designing customized strategies and fostering long-term client partnerships.

An essential financial qualification and financial market knowledge are required.
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