Wealth Planner
Barclays
About this role
A Wealth Planner at Barclays supports mass affluent clients by providing personalised financial planning and investment guidance to help them achieve long-term goals. The role sits within the bank’s Mass Affluent Business and combines digital tools with adviser support to deliver a connected client experience. Based in London, the position requires adherence to regulatory standards and contributes to closing the advice gap for clients with investable assets below £1 million.
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
$107k – $142k
per year