Barclays
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.
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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