AddressInterested in part-time, job-share or flexible working? We want to talk to you!
Join our community.
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 Senior Financial Planning Manager.
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.
The difference you’ll make.
Advising on long-term investments and life protection
Representing Santander Wealth Management in branch
Identifying potential new customers in need of this service
Keeping up with market trends (including updates from our asset managers)
Developing your skills and knowledge within our development and succession programmes
What you’ll bring.
A Level 4 Financial Planning diploma valid for FCA activity 4 (giving personal recommendations on retail investment products)
Proven skills in providing investment advice and delivering an outstanding customer experience.
It would also be nice for you to have.
Excellent people and relationship-building skills with the ability to listen and analyse.
Understanding of regulatory environment (especially with restricted advice)
Self-starting and dynamic approach to work
Experience of working within a telephony environment
What else you need to know.
We want our people to thrive at work and home, and we recognise that many people benefit from flexible arrangements. To enable us to deliver the best outcomes for our customers and to help each other develop we understand the importance of having the right balance of spending time together in an office while maintaining flexibility.
By working this way, we can continue to create moments that matter for everyone. To support this, we offer site-based contracts with a hybrid working pattern and we’re happy to discuss specific requirements throughout the recruitment process.
This is a permanent position.
The role will be branch-based in Middlesbrough. Travel to other branches may be required
Everyday Inclusion
At Santander we’re creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair.
How we’ll reward you.
As well as a salary, we offer a wide range of benefits that you can choose from and tailor to your needs. For contract roles, your salary, bonus (where eligible) and certain benefits will be prorated to reflect your contract duration.
£500 annual cash allowance to spend on our great range of benefits. Eligible for a discretionary performance-related annual bonus
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
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: Bupa medical insurance, dental insurance, healthcare cash plan and health assessments Benefits supporting you and your family, such as death-in-service benefit, income protection, and voluntary life assurance and critical illness cover
24/7 access to an online employee discount platform including retailers, entertainment, eating out, travel and more
Share in Santander’s success by investing in our share plans
Support your favourite causes through charitable giving and our community partnerships
Right to work in the UK.
Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made.
What to do next.
If this sounds like a role you’re interested in, then please apply.
If there’s anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it’s a copy of our application form in another format or additional assistance, we’re available through telephone, email, or face to face. You can contact us at resourcing@santander.co.uk or call 0870 414 9080.
