At a Glance
- Tasks: Provide tailored investment advice to help clients achieve their financial goals.
- Company: Join Santander UK, a forward-thinking and inclusive employer.
- Benefits: Enjoy competitive pay, 25 days holiday, and a £500 annual benefits allowance.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Experience in investment advice and a Level 4 Financial Planning diploma required.
The predicted salary is between 40000 - 50000 £ per year.
This job is with Santander UK, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
IT STARTS HERE
Santander 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
Santander is looking for a Select Investment Advisor based out of Birmingham. A dream holiday. Early retirement. Sending a loved one to university. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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. £500 annual cash allowance to spend on our great range of benefits. 25 days' holiday plus
Select Investment Advisor | S2 | Private Banking and Select Investments | Birmingham employer: Santander UK
Santander UK is an exceptional employer that champions inclusivity and diversity, making it a fantastic place for professionals in the banking sector. With a strong commitment to employee growth and development, staff are encouraged to pursue meaningful career paths while enjoying a supportive work culture that values collaboration and innovation. Located in a vibrant city, employees benefit from a dynamic environment that fosters both personal and professional advancement.
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 industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Select Investment Advisor role!
✨Tip Number 2
Prepare for those interviews by researching Santander’s values and recent initiatives. Show us you’re not just another candidate; demonstrate how your skills align with our mission of helping people prosper. Tailor your responses to reflect our customer-centric approach!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your investment advice experience and how you’ve helped clients achieve their financial goals. Confidence is key, so let your passion for investment shine through!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Santander. Let’s make those big plans a reality together!
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 CV:Make sure your CV reflects the skills and experience that match the Select Investment Advisor role. Highlight your investment advice experience and any relevant qualifications to show us you're the right fit.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about helping clients achieve their financial goals. Share specific examples of how you've provided outstanding customer service in the past.
Showcase Your Knowledge:Demonstrate your understanding of financial markets and investment products in your application. We want to see that you’re not just knowledgeable, but also excited about the opportunity to help clients navigate their options.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Santander UK
✨Know Your Investment Products
Make sure you have a solid understanding of the investment products offered by Santander. Be prepared to discuss how these products can meet various client needs and objectives. This will show your expertise and help you connect with the interviewers.
✨Demonstrate Customer-Centric Thinking
During the interview, highlight your experience in providing outstanding customer service. Share specific examples of how you've listened to clients' needs and tailored your advice accordingly. This aligns perfectly with Santander's mission to drive a customer-centric transformation.
✨Showcase Your Regulatory Knowledge
Familiarise yourself with the regulatory environment surrounding investment advice, especially consumer duty. Be ready to discuss how you ensure compliance in your previous roles, as this is crucial for the Select Investment Advisor position.
✨Emphasise Your Relationship Management Skills
Prepare to talk about your relationship management skills and how you've built trust with clients in the past. Use examples that demonstrate your ability to influence and communicate effectively, which are key soft skills for this role.
