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Financial Consultant Financial Advisor Wealth Management Financial Services

Senior Wealth Planner — Bespoke Financial Guidance Leader

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Barclays
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial institution in Birmingham seeks a Senior Wealth Planner to help clients shape their financial futures. In this role, you will manage client relationships while providing tailored investment advice and financial planning services. The ideal candidate will have experience in personalized planning, a financial qualification at RDR Level 4, and a firm understanding of compliance and risk management.

This position offers a dynamic environment with opportunities for professional growth.
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Position Requirements
10+ Years work experience
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