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Strategic Wealth Planner: Bespoke Client Solutions
Jobleads-UK
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Southampton, United Kingdom
Location
Southampton
Posted
July 02, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
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.
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