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Wealth Planner: Bespoke UHNW Financial Advisory

Job in Bournemouth, Dorset County, BH1, England, UK
Listing for: Barclays
Full Time position
Listed on 2026-06-23
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Barclays seeks a Wealth Planner based in Bournemouth to provide bespoke financial planning solutions for high-net-worth clients. You will work with Private Bankers and Wealth Managers, ensuring all advice complies with UK regulations.

The ideal candidate will possess a Level 6 Financial Planning qualification and experience in financial planning within a regulated environment. Strong interpersonal and communication skills are essential for building long-term client relationships.

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