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Financial Consultant Financial Services Financial Advisor

Senior Wealth Planner: Innovative Financial Guidance

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Barclays
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, 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 in Birmingham is seeking a Senior Wealth Planner. In this role, you'll help clients shape their financial futures through tailored planning and advice. You'll build long-lasting relationships, leveraging your financial expertise and compliance knowledge to identify and manage risk. The position requires a Level 4 financial qualification and a strong background in investment advice. Enjoy a collaborative environment and contribute to a culture that values integrity and service.
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Position Requirements
10+ Years work experience
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