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Senior Wealth Planner - Mass Affluent, Client-Focused Guidance

Job in Ipswich, Suffolk County, IP1, England, UK
Listing for: Barclays
Full Time position
Listed on 2026-03-04
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 assist clients in achieving their financial goals. This role involves offering tailored investment advice and strategies based on individual client needs. The ideal candidate should possess a strong financial planning qualification, experience in investment advice, and a solid understanding of financial regulations. This position fosters collaboration across teams and emphasizes building lasting client relationships while navigating a dynamic financial landscape.
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Position Requirements
10+ Years work experience
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