Senior Wealth Planner — Strategic Advisory Lead

Barclays Wealth Management is seeking a Wealth Planner to lead bespoke planning and investment conversations for clients in the Manchester or Liverpool area. You’ll shape clients’ financial futures through tailored strategies and proactive engagement, blending advisory support with digital tools to enhance the client experience.

The role emphasizes rigorous risk assessment, regulatory compliance, and strong relationship management to deliver consistent, high‑quality service in a dynamic wealth

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