Barclays is seeking a Wealth Planner in Southampton to help clients shape their financial futures with personalized investment advice. You will manage client relationships, ensuring a seamless experience while adhering to compliance and risk management standards.
The successful candidate will have a financial planning qualification (RDR Level 4 or above), experience in financial markets, and a commitment to high compliance standards. This role requires a careful approach to risk and an ability to communicate complex topics clearly.
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