Wealth Planning Operations Analyst: Risk & Change

3761 Barclays - BX - UK

Glasgow

On-site

GBP 32,000 - 46,000

Full time

8 days ago
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Job summary

Barclays in Glasgow is seeking a Wealth Planning Operations Analyst to support the Wealth Planning business by ensuring the efficient progression of investment and offshore bond transactions in a fast-paced operational environment.

You will maintain service levels, manage regulatory risk, and support business changes within the Asset Servicing control framework, collaborating with teams across the bank to improve efficiency and controls.

Qualifications

  • Experience within a Wealth Planning environment.
  • Knowledge of investment operations and associated processes.
  • Considerable organisational and prioritisation skills, with the ability to manage competing deadlines.
  • Experience working within a regulated and controlled environment, with a focus on risk and compliance.

Responsibilities

  • Maintain agreed service levels and manage regulatory risk.
  • Support changes within the Asset Servicing control framework.
  • Ensure efficient progression of investment and offshore bond transactions.
  • Collaborate with teams across the bank to improve operational efficiency and controls.

Skills

Wealth planning operations
Investment operations knowledge
Organisational & prioritisation skills
Risk & controls awareness
Regulatory risk awareness

Tools

Salesforce
Workforce management tools

Job description

Barclays in Glasgow is seeking a Wealth Planning Operations Analyst to support the Wealth Planning business by ensuring the efficient progression of investment and offshore bond transactions in a fast-paced operational environment.

You will maintain service levels, manage regulatory risk, and support business changes within the Asset Servicing control framework, collaborating with teams across the bank to improve efficiency and controls.

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