Senior Wealth Planner
Barclays
About this role
A Wealth Planner in the bank’s Mass Affluent Business supports clients with investable assets below £1 million, helping shape their long-term financial and lifestyle goals through a planning-led proposition. The role operates within a hybrid digital-and-adviser model aimed at delivering accessible investment options and closing the Advice Gap in the UK. The position is based in Manchester and contributes to the growth of the affluent segment.
Skills
Qualifications
About Barclays
home.barclaysBarclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
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About Barclays
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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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View leadership team, funding history,
and employee contacts for Barclays.
Salary
$94k – $125k
per year