Select Investment Advisor | S2 | Private Banking and Select Investments | Birmingham

Santander UK plc.; Birmingham; Hybrid; GBP 47,000 - 71,000; Full time

Benefits offered by this job

£500 annual cash allowance

27 days holiday plus bank holidays

Pension contributions

Private medical/dental health benefits

Job summary

Santander UK plc in Birmingham is seeking a Select Investment Advisor to provide regulated investment advice to clients looking to invest for the long term. You will assess needs, explain suitable products, and help clients plan their financial future.

The role requires knowledge of financial markets, a Level 4 Financial Planning diploma, and strong communication and relationship management. You’ll identify new customers and maintain compliant records in line with regulatory standards.

Qualifications

• Proven background in providing investment advice and delivering an outstanding customer experience.
• Knowledge of wider financial markets and banking products.
• Diploma required: Level 4 Financial Planning for FCA activity and personal recommendations.

Responsibilities

• Provide regulated investment advice to help clients meet objectives and represent Santander Select in branches.
• Identify potential new customers in need of this service.
• Maintain up-to-date and compliant records to meet internal and regulatory standards.
• Demonstrate deep understanding of financial affairs to ensure client-focused guidance.

Skills

Investment advice

Relationship management

Communication skills

Regulatory knowledge

Financial markets knowledge

Education

Level 4 Financial Planning diploma (FCA activity)

Tools

Financial software navigation

Job description

IT STARTS HERE

Santander (www.santander.com) is evolving from

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 & Commercial Banking I Digital & Assisted Channels; 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 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.

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

• 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 5yrs 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