Wealth Planner: Strategic Financial Planning & Investments
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-22
Listing for:
BARCLAYS
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
BARCLAYS is seeking a Wealth Planner to enhance client relationships by delivering personalized investment advice. You will work with clients in Southampton, Bournemouth, or Guildford to ensure their financial aspirations are met through effective planning and digital tools.
Your role involves acquiring new clients, managing their portfolios, and ensuring compliance with regulatory standards while growing the Wealth Management business. This position requires a recognized financial planning qualification and strong communication skills.
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