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Barclays

Financial Guide

Glasgow Campusonsite

Posted today · via Workday

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About this role

Job Description Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients’ goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances.…

Read the full description on Barclays's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: monday, teams

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Glasgow Campus. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

mondayteams

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