Barclays is seeking a Wealth Planner in Birmingham to help clients shape their financial future through personalized planning and investment advice. In this role, you will build relationships with clients, understanding their needs and providing tailored investment solutions.
This position requires a financial planning qualification at RDR Level 4 or above, a strong knowledge of financial markets, and effective communication skills. You will work across teams to ensure a seamless client experience, while maintaining high standards of compliance.
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