Barclays
The Wealth Planner at Barclays delivers bespoke financial planning solutions to high-net-worth and ultra-high-net-worth clients across the UK. The role involves providing regulated advice on pensions, offshore bonds, protection, and tax-efficient investments while navigating the UK regulatory framework. Candidates will collaborate with Private Bankers and Wealth Managers to foster long-term client relationships and achieve clients' financial goals.
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
View leadership team, funding history,
and employee contacts for Barclays.
Barclays didn’t post a salary, so this is our estimate from similar listings.
6% below the average for this role
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