Wealth Planner: Personalised Financial Planning & Growth
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-06-20
Listing for:
Barclays
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Barclays is seeking a Wealth Planner in Greater London to assist clients in achieving their financial aspirations through tailored planning and investment advice. This position entails working closely with clients to understand their financial goals and provide customized solutions while building strong relationships.
This role is situated within our expanding Wealth Management Business, focusing on clients with investable assets up to £3 million. A recognized financial planning qualification at RDR Level 4 or above is required, alongside strong communication skills and a working knowledge of financial products.
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