Senior Wealth Planner — Bespoke Financial Guidance
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-01-24
Listing for:
Barclays
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Wealth Planner in London. In this role, you will manage client relationships, understand their financial goals, and offer bespoke investment solutions. The ideal candidate should have a financial planning qualification at RDR Level 4, along with experience in providing personalised advice and managing risks. Join a forward-thinking team where you can contribute to a supportive and evolving environment while making a meaningful impact on clients' financial futures.
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Position Requirements
10+ Years
work experience
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