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Senior Wealth Planner - Client Focused Digital Advising
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-06-15
Listing for:
BARCLAYS
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
BARCLAYS in England is seeking a Senior Wealth Planner to lead clients in shaping their financial future through thoughtful planning and investment advice. The role involves fostering lasting relationships while offering tailored strategies that meet individual financial needs.
Applicants should possess RDR Level 4 or higher qualifications in financial planning and have experience in personalized investment advice. Strong communication skills and risk management expertise are vital for success in this forward-thinking environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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