Hybrid Financial Guidance Advisor

Barclays; Glasgow; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

Barclays is seeking a Financial Guide in Glasgow to help customers achieve their financial goals through personalised guidance and trusted relationships. The role blends telephone and video appointments and is covered by a nationwide portfolio of premier customers in a hybrid working setup.

You'll assess clients' financial needs, explain complex products clearly, and offer guidance on budgeting, debt management, investments, mortgages, and insurance, while staying up-to-date with regulations and

Qualifications

• Experience in financial services and customer service on telephony.
• Excellent verbal and written communication.
• Able to explain complex financial concepts clearly.
• Owns complex situations and provides tailored solutions.

Responsibilities

• Assess clients' financial needs and goals from income, expenses, debts, and savings.
• Provide information and guidance on budgeting, debt management, investments, mortgages, and insurance.
• Explain products clearly to empower informed decisions.
• Recommend banking and savings products tailored to client goals.
• Stay updated on new products, regulations and market trends.
• Maintain client relationships with ongoing support.
• Review and adjust financial plans as circumstances change.

Skills

Financial services

Phone-based CS

Relationship management

Communication skills

Problem solving

Job description

Barclays is seeking a Financial Guide in Glasgow to help customers achieve their financial goals through personalised guidance and trusted relationships. The role blends telephone and video appointments and is covered by a nationwide portfolio of premier customers in a hybrid working setup.

You'll assess clients' financial needs, explain complex products clearly, and offer guidance on budgeting, debt management, investments, mortgages, and insurance, while staying up-to-date with regulations and