Overview
Santander (www.santander.com) is evolving from a global, high‑impact brand into a technology‑driven organisation, and our people are at the heart of this journey. We are driving a customer‑centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is an opportunity for driven professionals to grow, learn, and make a real difference.
Responsibilities
- Providing regulated investment advice to help clients meet their objectives. Representing Santander Select and investments in Branch.
- Identifying potential new customers in need of this Service.
- Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
- Maintaining up‑to‑date and compliant records to ensure relevant internal standards and external regulatory requirements are observed.
Qualifications
Professional Experience
- Proven skills in providing investment advice and delivering an outstanding customer experience (Required)
- A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry (Preferred)
Education
- A Level 4 Financial Planning diploma valid for FCA activity 4 (giving personal recommendations on retail investment products) (Required)
Hard Skills
- Investment Market and Product Knowledge (Required)
- Financial Software navigation skills (Required)
- Regulatory and compliance knowledge, specifically consumer duty (Required)
Soft Skills
- Relationship Management (Required)
- Communication and Influencing Skills (Required)
- Proactive and dynamic approach to change (Required)
Benefits
- Salary Range: £47,142.00 – £70,714.00 per annum (depending on experience)
- Annual salary based on a standard 35‑hour working week. Actual salary offered will depend on skills, experience, qualifications and location.
- £500 annual cash allowance.
- 27 days’ holiday plus bank holidays, increasing to 28 days after 5 years of service, with the option to purchase up to 5 contractual days per year.
- Voluntary healthcare benefits at discounted rates, including medical insurance, dental insurance and health assessments.
- Company pension contribution: 8% of salary, up to 12.5% if you contribute.
- Life insurance, income protection and additional cover options.
- Opportunity to invest in our share plans.
- Access to staff versions of Santander products with no fees.
- Wellbeing support across physical, mental, social and financial pillars.
- Enhanced family leave, childcare options and tailored wellbeing support.
- Volunteering opportunities.
- Global growth opportunities.
EEO Statement
At Santander, we’re proud to be an inclusive organisation that provides equal opportunities for everyone—regardless of age, gender, disability, civil status, race, religion or sexual orientation. We’re committed to creating a recruitment experience that’s accessible, fair and welcoming for all candidates. All roles are site‑based with a hybrid working pattern, with colleagues expected to attend the office at least 12 days per month. Candidates must have the right to work in the UK to commence employment with Santander.
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