Wealth Planning & Client Advisory Executive

Barclays; Glasgow; Hybrid; GBP 32,000 - 46,000; Full time

Job summary

Barclays in Glasgow is seeking a Planning and Advice Service Executive to support high-quality financial planning and advice. You will work with Wealth Planners, gathering information on pensions, investments and wider financial arrangements, and progress client cases by producing clear summaries and supporting clients throughout the journey.

You will act as a key contact for clients, advisers and providers, ensuring information is handled efficiently, and you will help deliver accurate,

Qualifications

• Experience in Wealth Management or financial planning administration.
• Attention to detail in gathering and interpreting financial information.

Responsibilities

• Establish strong client and internal relationships alongside relationship managers to ensure high quality service.
• Lead client service review visits to support and improve client experience.
• Develop relationships with other areas of the bank and ensure end-to-end client experience.

Skills

Wealth management

Financial planning

Pensions

Investments

FS administration

Client servicing

Education

CISI Investment Advice Diploma (Level 4) or equivalent

Tools

Microsoft Office

Case management systems

Job description

Barclays in Glasgow is seeking a Planning and Advice Service Executive to support high-quality financial planning and advice. You will work with Wealth Planners, gathering information on pensions, investments and wider financial arrangements, and progress client cases by producing clear summaries and supporting clients throughout the journey.

You will act as a key contact for clients, advisers and providers, ensuring information is handled efficiently, and you will help deliver accurate,