Personal Finance Guidance Specialist

8192 Barclays Bank UK PLC; Glasgow; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Barclays Bank UK PLC is seeking a Financial Guide to support customers in achieving their financial goals. The role involves personalised guidance through telephone and video appointments, with a mix of remote and in-branch interactions as part of a hybrid working model.

Based in Glasgow, you will help customers navigate budgeting, savings, investments, mortgages and insurance, while staying current on market trends and product features.

Qualifications

• Previous experience of working within financial services.
• Strong written and verbal communication skills.
• Ability to actively listen and tailor solutions for customers.

Responsibilities

• Provide personalised financial guidance to clients to help achieve goals.
• Manage a hybrid portfolio of telephone and video appointments.
• Based in Glasgow, supporting customers across a nationwide portfolio.

Skills

Financial services experience

Telephony support

Relationship management

Communication skills

Job description

Barclays Bank UK PLC is seeking a Financial Guide to support customers in achieving their financial goals. The role involves personalised guidance through telephone and video appointments, with a mix of remote and in-branch interactions as part of a hybrid working model.

Based in Glasgow, you will help customers navigate budgeting, savings, investments, mortgages and insurance, while staying current on market trends and product features.