Barclays Bank PLC in Ipswich is looking for a Wealth Planner to deliver exceptional financial planning services to clients with investable assets up to £3 million. The role focuses on building and maintaining client relationships, providing tailored investment advice while ensuring compliance with regulatory requirements.
As a Wealth Planner, you will use digital tools to engage clients, understand their financial goals, and offer solutions that meet their lifestyle and investment needs. Strong qualifications in financial markets are required.
#J-18808-Ljbffr