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Mass Affluent Executive

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Barclays

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Location:
United Kingdom , Glasgow

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Category:
Banking

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Contract Type:
Not provided

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Salary:

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Job Description:

Join us as a Mass Affluent Executive, where you’ll play an essential role in delivering a smooth, responsive and high‑quality service experience for prospects and clients across our Mass Affluent planning and advice proposition. You will be part of a newly established Support Team dedicated to helping clients as they navigate key steps in their financial planning and investment journey.

Job Responsibility:

  • Deliver a smooth, responsive and high‑quality service experience for prospects and clients
  • Work closely with Wealth Planners and Wealth Managers, contributing to administrative processes
  • Handle pension Letters of Authority (LOAs) and assist with collation of pension information
  • Provide multichannel support across a wide range of client needs
  • Act as a first point of contact for practical support
  • Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients
  • Liaise directly with clients regarding complex client requests
  • Work closely with Operations and other support functions
  • Establish strong client and internal relationships
  • Responsible for all aspects of clients servicing and service engagement plans
  • Develop relationships with other areas of the bank
  • Point of contact for all new account queries and complex servicing requests
  • Ensure legal and regulatory standards and internal policies and procedures are adhered to
  • Perform prescribed activities in a timely manner and to a high standard
  • Lead and supervise a team, guiding and supporting professional development
  • Take ownership for managing risk and strengthening controls

Requirements:

  • Experience in customer servicing
  • Experience within a financial planning servicing environment
  • Problem‑solving abilities
  • Ability to use digital tools to support client interactions

Nice to have:

  • Experience contributing to process improvements
  • Familiarity with pensions and UK taxation
  • Adaptability and curiosity in a fast‑evolving environment
What we offer:
  • Fitness Suite
  • fitness classes
  • an on-site GP
  • a bicycle store
  • rooftop bar
  • structured approach to hybrid working

Additional Information:

Job Posted:
February 13, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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