Senior Wealth Planner - Wealth Management

Barclays

Ipswich, England, United Kingdom
Financial planning qualification at rdr level 4
Experience offering personalised planning
Ability to use digital tools
You’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice

Job Summary

  • You’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice.
  • You’ll collaborate with our Wealth Acquisition team to welcome new clients and ensure a smooth transition from prospect to invested customer.
  • You’ll be part of a forward-thinking environment that values integrity, inclusion, and high standards.

Matching Summary

You’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice.

Skills & Requirements

Must-have

  • Financial planning qualification at RDR Level 4
  • Experience offering personalised planning
  • Ability to use digital tools

Nice-to-have

  • Experience working with internal teams
  • Broad knowledge of Financial Services industry
  • Adaptability in fast-changing environment

Key Requirements

  • Certification in advising on packaged products
  • Experience managing risk within a client portfolio

Work Rights

Not specified

Tailored Resume

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