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Financial Consultant Financial Advisor

Wealth Planner – Bespoke Financial Planning & Advice

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Barclays
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
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 is seeking a Wealth Planner in Birmingham. In this role, you'll help clients navigate their financial futures through tailored advice and planning. Your responsibilities include managing client relationships, understanding their goals, and designing customized solutions. A recognised financial planning qualification at RDR Level 4 is essential, along with a strong understanding of financial markets. Join a forward-thinking team that values integrity and collaboration.
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