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Wealth planner – bespoke investment & planning lead

Manchester
Barclays Bank Plc
Wealth planner
€60,000 a year
Posted: 18 May
Offer description

Barclays Bank Plc in Manchester is looking for a Wealth Planner to help clients shape their financial future through strategic planning and investment advice. The role emphasizes the management of client relationships, provision of tailored investment solutions, and maintaining high standards of compliance. Successful candidates should possess a recognised financial planning qualification at RDR Level 4 or above and have a strong knowledge of financial markets and products, contributing to a dynamic team environment that values integrity and excellence.
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