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Wealth Planner: Personalised Financial Futures
Barclays Group
Manchester
On-site
GBP 50,000 - GBP 70,000
Full time
30+ days ago
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Job summary
A leading financial services firm in Manchester seeks a Wealth Planner to help clients shape their financial future through personalized planning and investment advice. Candidates should have a financial planning qualification at RDR Level 4 and experience in providing bespoke financial solutions. The role offers a chance to build lasting client relationships while working in a supportive environment.
Qualifications
- Experience in financial planning and advising on packaged products.
- Solid understanding of financial markets, products, and regulations.
- Excellent communication skills to build trust with clients.
Responsibilities
- Manage client relationships to identify financial goals and challenges.
- Design customized solutions for client needs.
- Provide guidance on investment and risk management strategies.
Skills
Financial planning qualification at RDR Level 4 or above
Personalised planning and investment advice experience
Ability to use digital tools
Risk management
Education
Financial planning qualification at RDR Level 4
Job description
A leading financial services firm in Manchester seeks a Wealth Planner to help clients shape their financial future through personalized planning and investment advice. Candidates should have a financial planning qualification at RDR Level 4 and experience in providing bespoke financial solutions. The role offers a chance to build lasting client relationships while working in a supportive environment.
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