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Private Wealth Planner High-Net-Worth Clients
Job in
Manchester, Greater Manchester, M9, England, UK
Listed on 2026-07-10
Listing for:
Barclays
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Barclays in Bournemouth is seeking a Wealth Planner to deliver bespoke financial planning solutions for high-net-worth clients across the UK. You will work with Private Bankers and Wealth Managers to provide regulated advice on pensions, offshore bonds, protection and tax-efficient investments, ensuring compliance with UK standards.
The role emphasizes long-term client relationships, advanced technical knowledge, and collaboration with a network of specialists to support the delivery of advice
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