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Wealth Planner: Strategic Financial Planning & Investments
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-07-22
Listing for:
BARCLAYS
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
BARCLAYS is seeking a Wealth Planner to assist clients in shaping their financial futures through tailored advice and planning. This position is focused on building lasting client relationships and providing bespoke financial solutions.
In this role, you'll leverage digital tools to engage clients, manage risk, and collaborate with teams to ensure a seamless experience. A Level 4 financial planning qualification is essential, along with strong analytical skills and knowledge of financial markets.
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