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Wealth Planning Lead

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Barclays
Full Time position
Listed on 2026-08-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 90000 GBP Yearly GBP 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Barclays Wealth Management is hiring a Wealth Planner in the UK. You will build enduring client relationships, delivering bespoke planning and investment guidance aligned with regulatory standards and risk controls.

You will collaborate with Wealth Acquisition to welcome new clients and ensure seamless onboarding while applying market trends to advise on strategies supporting clients’ financial journeys.

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