Senior Wealth Planner: Strategic Digital Wealth Advisory
Company: Barclays
Location: Ipswich
Posted: May 3rd, 2026
Barclays is seeking a Senior Wealth Planner to lead client financial planning and investment advice in Ipswich. The role involves building lasting relationships, utilizing digital tools for client engagement, and managing client portfolios to meet financial goals. Key qualifications include a financial planning qualification at RDR Level 4, experience in personalized advisory services, and strong risk management capabilities. Join a forward-thinking environment to create meaningful client impacts while maintaining high standards of service.
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