Wealth Planner: Bespoke Financial Planning
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
Barclays
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
Location: Greater London
A leading financial institution in London is hiring a Wealth Planner to enhance client financial journeys through tailored advice and investment solutions. You will build robust relationships, assess client needs, and design bespoke strategies while complying with regulatory standards. Ideal candidates should possess a recognized financial planning qualification and a solid understanding of the financial markets.
This role offers the opportunity to make a significant impact on clients' financial futures.
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