Strategic Wealth Planner: Bespoke Advice & Growth

Barclays is seeking a Senior Wealth Planner based in Ipswich, Cambridge, or Norwich. In this role, you'll lead in helping clients shape their financial future through tailored advice, fostering long-term relationships, and enhancing client engagement with digital tools. You will provide specialist guidance, ensuring a seamless transition for new clients into investing, while also collaborating across teams to align client needs with the bank's offerings.

The Senior Wealth Planner position emphasizes a proactive approach to risk management and client support, requiring strong financial planning qualifications and expertise in retail regulated products. You will also be part of a culture that values integrity and high standards.