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Mass Affluent Executive

Glasgow, United Kingdom

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Date live: 12/02/2026

Business Area: Mass Affluent & Virtual (Trading)

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000097565

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Barclays Relationship Management

Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.

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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.

You’ll work closely with Wealth Planners and Wealth Managers, contributing to the administrative processes that support our planning journeys. This includes handling pension Letters of Authority (LOAs) and assisting with the collation of pension information needed to prepare personalised planning and advice.

In this role, you’ll provide multichannel support across a wide range of client needs—from onboarding help to digital journey assistance and more detailed queries from clients and their appointed representatives. You’ll act as a first point of contact for practical support, helping clients feel informed and reassured at every stage.

As part of a collaborative and growing team, you’ll play a part in creating a consistent, high‑quality client experience that blends digital journeys with human support. You’ll also have opportunities to develop your technical knowledge, build a deeper understanding of financial planning processes and share ideas as we continue to refine and expand the proposition.

This is more than a support role—it’s a chance to make a meaningful difference by helping clients feel cared for while enabling the wider team to deliver thoughtful, planning‑led guidance with clarity and care.

To be successful as a Mass Affluent Executive, you should have:

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

Other valuable skills may include:

  • Experience contributing to process improvements
  • Familiarity with pensions and UK taxation
  • Adaptability and curiosity in a fast‑evolving environment

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in Glasgow.

Purpose

Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.

Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding,banking transactions, Investments, credit & digital solutions.

Work closely with Operations and other support functions to deliver positive outcomes for clients.

Accountabilities

  • Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times

  • Responsible for all aspects of clients servicing and service engagement plans.  To include leading client service review visits to support and improve client experience

  • Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.

  • Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams

  • Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities

Analyst Expectations

  • To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.

  • Requires in-depth technical knowledge and experience in their assigned area of expertise

  • Thorough understanding of the underlying principles and concepts within the area of expertise

  • They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.

  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

  • OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.

  • 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 responsibility for embedding new policies/ procedures adopted due to risk mitigation.

  • Advise and influence decision making within own area of expertise.

  • Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.

  • Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations 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.

  • Make evaluative judgements based on the analysis of factual information, paying attention to detail.

  • Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

  • Guide and persuade team members and communicate complex / sensitive information.

  • Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

This is Barclays Glasgow

Barclays Glasgow is the engine of the Corporate and Investment Bank, and Shared Technology, delivering vital services to clients across the world. With c.5,500 talented people in a whole range of roles, the work we do touches millions of lives every day.

Our campus is a safe environment for neuro-diverse colleagues or anyone who, from time to time, may need calm, controlled spaces.

We work hard to make our Glasgow campus a centre of citizenship, community integration and social impact. We make a real difference.

Our campus features excellent facilities such as our Fitness Suite, fitness classes, an on-site GP, a bicycle store and so much more.

Connect with your colleagues. Join one of many clubs and societies like our working parents club, or catch up with your colleagues at our rooftop bar, The Beacon.

This is Barclays Glasgow

Barclays Glasgow is the engine of the Corporate and Investment Bank, and Shared Technology, delivering vital services to clients across the world. With c.5,500 talented people in a whole range of roles, the work we do touches millions of lives every day.

Designed for diversity

Our campus is a safe environment for neuro-diverse colleagues or anyone who, from time to time, may need calm, controlled spaces.

At the heart of the community

We work hard to make our Glasgow campus a centre of citizenship, community integration and social impact. We make a real difference.

Focus on health and wellbeing

Our campus features excellent facilities such as our Fitness Suite, fitness classes, an on-site GP, a bicycle store and so much more.

Connect with your colleagues

Connect with your colleagues. Join one of many clubs and societies like our working parents club, or catch up with your colleagues at our rooftop bar, The Beacon.

Multicultural ERGs at Barclays

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

You can learn more about our commitment to our colleague on our Inclusion and Opportunities page.

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.

Hybrid working

We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

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