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Financial Consultant Financial Advisor

Wealth Planner: Shape Clients' Financial Futures

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Barclays
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Wealth Planner in Birmingham. In this role, you will help clients shape their financial future through personalized planning and investment advice. You will need a Level 4 financial planning qualification and must effectively manage client relationships by providing tailored solutions. The position involves using digital tools to enhance client engagement and offering expert guidance on financial decisions.

This is an opportunity to impact clients positively while working in a supportive environment.
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