Lead Wealth Planner Mass Affluent Clients
Job in
Ipswich, Suffolk County, IP1, England, UK
Listed on 2026-03-10
Listing for:
Barclays
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial institution in the UK seeks a Senior Wealth Planner to help clients achieve their financial goals. In this role, you will provide personalized investment advice, manage client relationships, and ensure compliance with regulatory standards. The ideal candidate will have a financial planning qualification at RDR Level 4, strong communication skills, and the ability to leverage digital tools in client interactions.
This position is based in Ipswich and involves building lasting relationships through trust and tailored strategies.
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