Strategic Wealth Planner: Bespoke Client Solutions

Barclays is looking for a Senior Wealth Planner in Southampton to help clients shape their financial future. This role involves working with clients to provide tailored planning and investment solutions, ensuring a high standard of service and compliance. You'll build lasting relationships and work collaboratively across teams to create a seamless experience for our clients.

Successful candidates will have a financial planning qualification, strong understanding of regulatory frameworks, and excellent communication skills. Join us to make a meaningful impact in our clients' financial journeys.