Job Title: Financial Guide
As a Financial Guide at Barclays, you will work as an enhanced specialist to proactively support high-value customers, acting as a trusted guide for their more complex financial needs.
You will help to uncover opportunities and needs in their financial plans, providing guidance across a range of products – leveraging our deep knowledge of investments, mortgages, insurance, lending, family finances, and retirement planning.
* Key Responsibilities:
* 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.
* Provision of guidance on suitable banking products based on the client's individual needs and financial goals.
* Management of client relations to effectively guide them towards their financial goals.
Analyst Expectations:
* Will have an impact on the work of related teams within the area.
* Partner with other functions and business areas.
* Takes responsibility for end results of a team's operational processing and activities.
* Escalate breaches of policies/procedure appropriately.
* Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to.
* Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisation's products, services, and processes within the function.
* Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
The successful candidate will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset – to Empower, Challenge, and Drive.