Wealth Planner

At Barclays, we are looking for a Wealth Planner who is passionate about helping our clients reach their financial goals. The ideal candidate will have comprehensive knowledge of the wealth planning process, excellent communication and interpersonal skills, and the ability to manage relationships with clients. In this role, you will use your expertise to develop strategies and solutions that provide guidance and advice to our clients.We are looking for a candidate who has a minimum of 3-5 years of experience in the financial services industry, a Bachelor’s Degree in finance, economics, or a related field, and a CFP certification. You must have an in-depth understanding of the wealth planning process, including asset allocation, portfolio construction, financial planning analysis, and retirement planning. You must be able to work independently and in a team environment, with strong problem-solving skills and a customer-centric approach.If you have a passion for financial planning and are looking to join a global organization dedicated to helping our clients achieve their financial goals, then we want to hear from you.

According to JobzMall, the average salary range for a Wealth Planner in London, UK is £45,000 - £65,000. This is based on a combination of factors such as experience, qualifications, and the type of employer.

Barclays plc is a British multinational investment bank and financial services company, headquartered in London. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.