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UHNW Wealth Planner: Bespoke, Regulated Financial Advice
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-21
Listing for:
Barclays
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Barclays is seeking a Wealth Planner in Bournemouth to provide tailored financial advice to high-net-worth clients. You will work closely with Private Bankers and Wealth Managers, navigating complex regulatory frameworks to ensure compliance while fostering long-term client relationships.
This role offers a chance to grow in a dynamic team, delivering innovative financial solutions and strategies to meet clients' wealth structuring needs. A strong background in financial planning is essential for success.
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