Barclays
The Paraplanning Manager oversees a team of approximately 10 Paraplanners to deliver high-quality financial planning advice and support the growth of a collaborative paraplanning function. This role involves coordinating workflow, ensuring advice support activities meet regulatory requirements, and shaping processes to improve consistency and productivity. The position requires collaboration with Wealth Planners, Operations, Risk, and Compliance teams to drive continuous improvement and enhance service delivery.
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
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