Senior Wealth Planner: Strategic Client Advisory
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-06-16
Listing for:
Barclays Bank Plc
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Barclays Bank Plc is seeking a Senior Wealth Planner in Guildford to play a pivotal role in helping clients shape their financial future through tailored investment advice. This position involves managing client relationships, advising on financial strategies, and ensuring compliance with regulations.
The successful candidate will possess a financial planning qualification, experience in providing investment advice, and an understanding of financial markets. Strong communication and risk management skills are essential, as well as a proven ability to build lasting client relationships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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