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Wealth Planner: Bespoke Financial Planning & Growth
Job in
Southampton, Hampshire County, SO15, England, UK
Listed on 2026-06-20
Listing for:
4952 Barclays Bank PLC
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Barclays Bank PLC is seeking a Wealth Planner in Southampton to provide financial planning and investment advice tailored to clients' goals and risk tolerance. You'll help clients achieve their long-term financial objectives while ensuring compliance with regulations.
The role involves building lasting relationships with clients, engaging with various teams, and utilizing digital tools to enhance client engagement. A recognised financial planning qualification at RDR Level 4 or above is essential for applicants.
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