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Senior Wealth Planner High-Net-Worth Clients
Job in
Derby, Derbyshire, DE1, England, UK
Listed on 2026-07-21
Listing for:
barclays
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Barclays Wealth Planner role in Bournemouth, UK, collaborates with Private Bankers and Wealth Managers to deliver bespoke financial planning solutions for high-net-worth clients. You will provide regulated, technical advice on pensions, offshore bonds, protection and tax-efficient investments, helping clients achieve their wealth structuring goals.
Join a team focused on delivering excellence, with opportunities to grow within a dynamic private banking environment and navigate the UK regulatory
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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