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Senior Wealth Planner: Bespoke Wealth Strategy Expert

Job in Norwich, Norfolk County, NR2, England, UK
Listing for: BARCLAYS
Full Time position
Listed on 2026-05-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Wealth Planner to shape clients' financial futures through personalized planning and investment advice. This role focuses on establishing strong client relationships, delivering tailored financial strategies, and leveraging digital tools to enhance service delivery. Candidates must hold a financial planning qualification at RDR Level 4 or above and possess a solid understanding of financial markets and regulations.

This position offers opportunities for meaningful impact in a dynamic and compliant setting.
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Position Requirements
10+ Years work experience
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