Senior Wealth Planner
Barclays
About this role
A Senior Wealth Planner at Barclays helps Mass Affluent clients shape their financial future by providing tailored planning and investment solutions. The role supports clients with investable assets below £1 million through a planning-led proposition that combines digital channels with adviser support. Based in Birmingham, the position contributes to closing the Advice Gap and delivering a connected client experience.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Barclays.
Salary
$112k – $151k
per year