Wealth Planner: Bespoke Planning & Growth
Job in
Ipswich, Suffolk County, IP1, England, UK
Listed on 2026-06-21
Listing for:
BARCLAYS
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
BARCLAYS is hiring a Wealth Planner in Ipswich to help clients shape their financial futures through personalized planning and investment advice. This role is pivotal in the Wealth Management Business, focusing on clients with investable assets up to £3 million, and ensuring a seamless transition from prospect to invested customer.
As part of a forward-thinking team, you will utilize digital tools to enhance client engagement and maintain high standards of compliance. The successful candidate will have a financial planning qualification at RDR Level 4 and experience in financial markets.
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