Select Investment Advisor | S2 | Private Banking and Select Investments
Listed on 2026-09-28
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst
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.
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.
- 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 COMPLIANCEAt 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).
- 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)
- A Level 4 Financial Planning diploma valid for FCA activity 4 (giving personal recommendations on retail investment products) (Required)
- Investment Market and Product Knowledge (Required)
- Financial Software navigation skills (Required)
- Regulatory and compliance knowledge, specifically consumer duty (Required)
- Relationship Management (Required)
- Communication and Influencing Skills (Required)
- Proactive and dynamic approach to change (Required)
All candidates must have the right to work in the UK to commence employment with Santander.
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…
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