Strategic Wealth Planner & Client Advisor
Job in
Ipswich, Suffolk County, IP1, England, UK
Listed on 2026-06-19
Listing for:
4952 Barclays Bank PLC
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Barclays Bank PLC in Ipswich is looking for a Wealth Planner to deliver exceptional financial planning services to clients with investable assets up to £3 million. The role focuses on building and maintaining client relationships, providing tailored investment advice while ensuring compliance with regulatory requirements.
As a Wealth Planner, you will use digital tools to engage clients, understand their financial goals, and offer solutions that meet their lifestyle and investment needs. Strong qualifications in financial markets are required.
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