More jobs:
Wealth Planner: Bespoke Client Financial Planning
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
Barclays UK
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services company in Greater London is seeking a Wealth Planner to guide clients in shaping their financial future through personalized planning and investment advice. This role involves identifying clients' financial goals, managing risks, and designing tailored solutions. Candidates must possess a recognised financial planning qualification and demonstrate expertise in financial markets.
Experience with client engagement and risk management is essential. Join a progressive team dedicated to client success and a culture of integrity.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×