Select Investment Adviser | S2 | Private Banking and Select | Swansea Branch | Internal Mobility

Select Investment Adviser | S2 | Private Banking and Select | Swansea Branch | Internal Mobility

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.

Retail Distribution is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation.

The Private Banking & Select adviser 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 Adviser based out of Swansea Branch.

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.

We’re shaping the way we work through innovation, cutting-edge technology, collaboration and the freedom to explore new ideas. 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.

Salary Range:

The starting salary is £47,142.00 - £70,714.00 per annum together with a £500 flexible benefit allowance and the opportunity to earn a discretionary performance-related bonus of 8% of salary.

• 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.

When applying, please consider the travel distance, time and cost to your chosen office location.

WHAT TO DO NEXT

If this sounds like a role you are interested in, then please apply.

For further Guidance please visit Internal Mobility - Candidate Guidance.

If you want to know more about the opportunity:

Please contact Chris Clark - christopher.clark@Santander.co.uk