Job Description

You’ll be part of an exciting time in Financial Planning as we use our remote advice proposition to support the growing needs of our customers, providing investment advice to our customers via company’s digital capabilities. It’s a premium service: you’ll be working with customers looking to invest at least £20k for five years or more. You’ll listen to their needs, clarify their objectives and analyze their circumstances. Where appropriate, you’ll explain which of our award-winning investment products are right for them.

The difference you’ll make.

• Advising on long-term investments
• Representing Santander Wealth Management in branch
• Identifying potential new customers in need of this service
• Keeping up with market trends (including updates from our asset managers)
• Developing your skills on our self-study programmes

Benefits

We offer a wide range of benefits that you can choose from and tailor to your needs.

• £500 annual cash allowance to spend on our great range of benefits.
• Pension with generous contributions of up to 12.5% from company, depending on your own contribution and length of employment with us
• 27 days’ holiday plus bank holidays, which increases to 28 days after 5yrs service, with the option to purchase up to 5 contractual days per year
• 24/7 access to an online employee discount platform including retailers, entertainment, eating out, travel and more Share in company’s success by investing in our share plans
• Support your favorite causes through charitable giving and our community partnerships

Required Knowledge, Skills, and Abilities

• A QCF level 4 qualification or R01/R02 qualifications provided by the CII
• Proven skills in delivering an outstanding consultative customer experience
• Excellent people and relationship-building skills
• Ability to listen and analyze
• Understanding of regulatory environment (especially with restricted advice)
• Self-starting and dynamic approach to work