Senior Wealth Planner: Bespoke Planning & Impact

Barclays seeks a Senior Wealth Planner in Southampton to lead client-focused financial planning and investment guidance for affluent clients. You will tailor bespoke strategies to long term goals, building trusted relationships with new and existing clients using digital tools to support conversations.

This role sits in Wealth Management, blending advisory support with digital channels. A qualification at RDR Level 4+ and strong regulatory knowledge are required, along with a proactive,