Senior Wealth Planner: Bespoke Investment and Planning
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-01-24
Listing for:
Barclays UK
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services provider in London is looking for a Senior Wealth Planner to help clients shape their financial futures through personalized planning and investment advice. This position involves building strong client relationships, utilizing digital tools, and designing tailored financial solutions. Candidates should have a financial planning qualification and experience in providing investment advice.
This role offers the opportunity to make a meaningful impact in a supportive environment while adhering to high compliance standards.
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Position Requirements
10+ Years
work experience
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