{"id":2865740,"url":"https://alion.io/job/barclays-financial-guide","title":"Financial Guide","company":{"id":12541,"name":"Barclays","domain":"home.barclays","url":"https://alion.io/company/barclays-uk","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":94,"open_postings":176,"ghost_share":0,"stale_share":0.369,"repost_share":0.102,"time_to_fill_p50_days":16,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Glasgow, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":37000,"max_usd":88000,"period":"year","method":"role_country_seniority_unknown","sample_n":588},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-19T17:35:33Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-28T00:43:45Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"description":"Job Description\nPurpose of the role\nTo support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning.\nAccountabilities\nAssessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals.\nProvision of relevant information providing the opportunity to achieve clients’ goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage.\nExplanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances.\nProvision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals.\nStay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance.\nManagement of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support.\nReview of clients’ financial plans and adjust them as needed to adapt to changing circumstances.\nAnalyst Expectations\nTo perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.\nRequires in-depth technical knowledge and experience in their assigned area of expertise\nThorough understanding of the underlying principles and concepts within the area of expertise\nThey lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.\nIf 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.\nOR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.\nWill have an impact on the work of related teams within the area.\nPartner with other functions and business areas.\nTakes responsibility for end results of a team’s operational processing and activities.\nEscalate breaches of policies / procedure appropriately.\nTake responsibility for embedding new policies/ procedures adopted due to risk mitigation.\nAdvise and influence decision making within own area of expertise.\nTake 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.\nMaintain 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.\nDemonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.\nMake evaluative judgements based on the analysis of factual information, paying attention to detail.\nResolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.\nGuide and persuade team members and communicate complex / sensitive information.\nAct as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.\nAll 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.\nJoin our team as a Financial Guide, where you’ll help customers achieve their financial goals by understanding their individual priorities and building trusted, long-term relationships. Supporting a nationwide portfolio of premier customers, you’ll deliver personalised guidance through a blend telephone and video appointments.\nThis is a hybrid working role and will cover a shift pattern between the hours of 8am-8pm Monday to Sunday.\nTo be successful as a Financial Guide, you should have the following essential skills:\nPrevious experience of working within financial services.\nPrevious experience in a telephony based customer service environment.\nGood relationship management skills with the ability to actively listen and engage with customers.\nExcellent written and verbal communication skills.\nThe ability to take ownership of complex situations and provide tailored solutions.\nSome other highly valued skills may include:\nKnowledge of unsecured lending and mortgages.\nExperience with savings and investment products.\nGood financial acumen.\nYou 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.\nThis role will be based in Glasgow.","description_format":"text","description_chars":5421,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Hybrid work","Insurance coverage","Professional development"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Cards & Card Issuing","Wealth Management & Financial Advisors","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-19T17:35:33Z"}],"visa":[],"liveness":{"score":74,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.826,"p_room":0.9,"age_days":7,"expected_fill_days":16,"reasons":["conf:24","velocity","win:mid","comp:brand"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/barclays-financial-guide","json_url":"https://alion.io/job/barclays-financial-guide.json","meta":{"generated_at":"2026-10-28T02:31:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3330,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":12541},"rest":"https://alion.io/mcp/rest/get_company?id=12541"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbarclays-financial-guide"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbarclays-financial-guide"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbarclays-financial-guide"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/barclays-financial-guide\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbarclays-financial-guide"}]}