At a Glance
- Tasks: Guide clients in shaping their financial future with tailored planning and investment advice.
- Company: Join Barclays, a leading financial institution in London.
- Benefits: Competitive salary, flexible working options, and professional development opportunities.
- Other info: Dynamic team environment with opportunities for career advancement.
- Why this job: Make a real difference in clients' lives by helping them achieve their financial goals.
- Qualifications: Experience in wealth planning and strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
Barclays in London is seeking a Senior Wealth Planner to guide clients in shaping their financial future through thoughtful planning and investment advice, aligning with long-term goals and lifestyle needs.
You will support Mass Affluent clients with investable assets below £1 million, blending digital tools with adviser expertise to deliver a seamless client experience across channels.
We think you need these skills to ace Senior Wealth Planner: Bespoke Strategy & Client Growth
Financial Planning
Investment Advice
Client Relationship Management
Digital Tools Proficiency
Seamless Client Experience
Mass Affluent Market Knowledge
Goal Alignment
