Senior Wealth Planner
Barclays
About this role
A Senior Wealth Planner supporting Barclays’ Mass Affluent business, focused on clients with investable assets below £1 million. The role helps clients shape long-term financial and lifestyle goals through tailored planning and investment guidance, delivered via a blend of digital channels and adviser support. It contributes to an accessible, planning-led proposition aimed at closing the Advice Gap in the UK while operating within regulatory frameworks.
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
$105k – $142k
per year