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Senior Wealth Planner: Bespoke Planning & Investments
Job in
Ipswich, Suffolk County, IP1, England, UK
Listed on 2026-06-29
Listing for:
Barclays
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Barclays is seeking a Senior Wealth Planner in Ipswich to lead financial planning and investment advice for clients. You will collaborate with clients to understand their long-term goals and provide bespoke solutions. This role requires experience in financial services and the ability to build trusting relationships.
As part of a forward-thinking environment, you will help clients navigate their financial journeys. The ideal candidate possesses strong skills in communication, risk management, and is familiar with UK financial regulations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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