Select Investment Advisor - S2 - Private Banking and Select Investments

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

Country:
United Kingdom

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 .

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.

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.

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.

• 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)

At Santander,…