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Senior wealth planner - bespoke financial roadmap

Newtown (Powys)
Barclays Bank Plc
Wealth planner
€65,000 a year
Posted: 9h ago
Offer description

Barclays Bank Plc is seeking a Senior Wealth Planner in Newtown, Wales, to lead client financial planning and investment strategies. The role involves identifying client goals, providing tailored advice, and building lasting relationships while managing risks and compliance. Candidates should have a financial planning qualification at RDR Level 4 or above and experience in personalized investment advice. Strong communication skills and the ability to use digital tools for client engagement are essential.
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