At a Glance
- Tasks: Provide expert investment advice to help clients achieve their financial goals.
- Company: Join Santander, a tech-driven organisation focused on customer-centric transformation.
- Benefits: Competitive salary, generous holiday, and comprehensive health benefits.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by helping customers realise their financial dreams.
- Qualifications: Experience in investment advice and a Level 4 Financial Planning diploma required.
The predicted salary is between 47142 - 70714 £ per year.
Country: United Kingdom
IT STARTS HERE
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. Together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
Our mission is to contribute to help more people and businesses prosper. We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
The Private Banking & Select Investment teams are structured to provide regulated advice on financial services and investment products tailored to meet long-term investment needs of the clients within the segment.
THE DIFFERENCE YOU MAKE
Some of our customers have big plans for their money, and that’s where you come in. By providing them with clear informed advice about their investment options, you’ll help to make those plans a reality. If you have experience in providing customers with investment advice and see your future as a key colleague in our branch network, this could be your opportunity to become a Select Investment Advisor.
It’s a premium service: you’ll be working with customers looking to invest for at least five years or more. You’ll listen to their needs, clarify their objectives and analyse their circumstances. Where appropriate, you’ll explain which of our award-winning investment products are right for them.
To succeed in this role, you will be responsible for:
- 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.
WHAT YOU’LL BRING
Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organisation. We’re enabling teams to go beyond by valuing who they are and empowering what they bring.
The following requirements represent the knowledge, skills, and abilities essential for success in this role:
- 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)
WE VALUE YOUR IMPACT
At Santander, your contribution matters. We recognise the difference you make every day, and we make sure you feel valued, supported and rewarded in return. Here, recognition goes beyond pay. It’s about the pride you feel in your work, the impact you have on customers and communities, and the opportunities you have to grow and thrive — personally and professionally.
Salary Range: £47,142.00 - £70,714.00 per annum (depending on experience). This salary range represents the expected remuneration for the role. Annual salary is based on a standard 35-hour working week. Actual salary offered will depend on skills, experience, qualifications and location.
£500 annual cash allowance to spend on our great range of benefits. 27 days’ holiday plus bank holidays, which increases to 28 days after 5 years 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.
We put 8% of salary into your pension, even if you don’t contribute yourself. We’ll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer.
Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover.
Share in Santander’s success by saving or investing in our share plans. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services.
Competitive rewards that reflect the real impact you make and the value you bring.
Wellbeing that goes beyond work — we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support.
Support for every life stage — from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support.
Time to give back through volunteering opportunities that let you make a difference in the communities we serve.
Global growth opportunities to shape your career, learn new skills and explore what’s possible across our international network.
Ready to be recognised? It starts with you.
LOCAL COMPLIANCE
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. We want our people to thrive — at work and at home — while delivering the best outcomes for our customers and supporting each other to grow.
To make this possible, our roles are site-based with a hybrid working pattern, where colleagues are expected to attend the office at least 12 days per month (pro-rata for part-time roles). When applying, please consider the travel distance, time and cost to your chosen office location(s).
Right to work in the UK: All candidates must have the right to work in the UK to commence employment with Santander.
WHAT TO DO NEXT
If this sounds like a role you are interested in, then please apply. If there’s anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it’s a copy of our application form in another format or additional assistance, we’re available through email. You can contact us at resourcing@santander.co.uk.
Select Investment Advisor | S2 | Private Banking and Select Investments | Birmingham employer: Banco Santander
Santander is an exceptional employer that prioritises the growth and well-being of its employees, offering a dynamic work culture in Birmingham that fosters innovation and collaboration. With competitive salaries, comprehensive benefits, and a strong commitment to employee development, Santander empowers its team members to thrive both personally and professionally while making a meaningful impact on customers' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Select Investment Advisor | S2 | Private Banking and Select Investments | Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend local events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching Santander's values and recent developments. Show them you’re not just another candidate; demonstrate how your skills align with their mission of helping clients prosper.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in providing investment advice clearly and confidently. Use examples that highlight your relationship management skills and customer-centric approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there, tailored for you.
We think you need these skills to ace Select Investment Advisor | S2 | Private Banking and Select Investments | Birmingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Select Investment Advisor role. Highlight your experience in providing investment advice and how it aligns with what Santander is looking for. We want to see how you can make a difference!
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your skills in relationship management and communication can benefit our customers. Use specific examples to illustrate your expertise in financial markets and products.
Be Authentic:Let your personality shine through in your application. We value bold thinking and innovation, so don’t be afraid to express your unique perspective and how it can contribute to our mission at Santander.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to the right people and shows that you're serious about joining our team. We can't wait to hear from you!
How to prepare for a job interview at Banco Santander
✨Know Your Investment Products
Make sure you have a solid understanding of the investment products offered by Santander. Familiarise yourself with their features, benefits, and how they align with customer needs. This will help you confidently discuss options during the interview.
✨Showcase Your Customer-Centric Approach
Prepare examples that highlight your experience in providing outstanding customer service. Think about times when you went above and beyond to meet a client's needs, as this role is all about helping customers achieve their financial goals.
✨Stay Updated on Financial Regulations
Brush up on the latest regulations and compliance standards relevant to investment advice. Being knowledgeable about consumer duty and other regulatory requirements will demonstrate your commitment to responsible financial practices.
✨Practice Your Communication Skills
Since relationship management is key in this role, practice articulating your thoughts clearly and persuasively. Consider conducting mock interviews with a friend or using online resources to refine your communication style.
