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Wealth planner: bespoke financial strategy & guidance

Manchester
Barclays Bank Plc
Wealth planner
€50,000 a year
Posted: 18 May
Offer description

Barclays Bank Plc in Manchester is seeking a Wealth Planner to provide tailored financial advice to clients with investable assets up to £3 million. The role focuses on building client relationships, designing customized investment solutions, and maintaining high compliance standards. The ideal candidate will have a recognized financial planning qualification at RDR Level 4 or above, strong knowledge of financial products, and the ability to engage effectively with clients. Join a supportive environment where you can grow your expertise and make a positive impact.
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