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

Santander; Birmingham; On-site; GBP 47,000 - 71,000; Full time

Benefits offered by this job

Annual cash allowance

27 days holiday + bank holidays

Voluntary healthcare benefits

Job summary

Santander in Birmingham is seeking a Select Investment Advisor to deliver regulated investment advice to clients, helping them meet long-term objectives through Santander Select products. You will assess clients' needs, explain suitable options, and build trusted relationships within the branch network.

This role requires experience in investment advisory, a Level 4 Financial Planning diploma, and strong knowledge of financial markets.

Qualifications

• Proven skills in providing investment advice and delivering an outstanding customer experience.
• A good knowledge and understanding of wider financial markets with exposure to the full range of banking products and financial planning.

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 knowledge of wider financial affairs and financial products to ensure client-focused service.
• Maintaining up-to-date and compliant records to meet internal standards and regulatory requirements.

Skills

Investment knowledge

Regulatory knowledge

Relationship management

Communication skills

Proactive change

Education

Level 4 Financial Planning diploma (FCA activity)

Tools

Financial software navigation

Job description

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

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 .

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 in-dustry (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)

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 insura