Barclays
Paraplanner (12-month fixed term) within the Wealth Planning team supporting delivery of financial planning advice to private banking clients. The role acts as a technical liaison to Wealth Planners, ensuring production of compliant suitability reports and accurate client records while contributing to team development and business objectives.
Company Size
51-200 employees
Barclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Barclays.
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