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Senior wealth planner: strategic client advisory

Southampton
Barclays Bank Plc
Wealth planner
€60,000 a year
Posted: 16 June
The role

Barclays Bank Plc is looking for a Senior Wealth Planner to help clients shape their financial future through tailored planning and investment advice. In this role, you'll manage client relationships, understanding their long-term goals and offering bespoke solutions that support their financial needs.

Applicants should have a financial planning qualification at RDR Level 4 or above and experience in providing personalized investment advice. Your expertise will help clients feel informed and empowered in their financial choices.

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