Our Wealth Management Division at Santander UK is expanding rapidly and we have an immediate requirement for experienced Financial Planning Managers to come and join our Wealth Management Division across various locations in the UK.
As a Financial Planning Manager, you'll be key in developing relationships with our affluent customers within our friendly branch environment. Through our nationwide branch networks you'll have access to Wealth customers looking to invest between £50k and £500k, providing them with high quality investment advice to meet their needs. With an innovative range of award-winning products, access to our Fund Managers and first hand insight and updates from our Asset Management team, we truly stand out in the UK.
Our people are passionate about truly listening to our customers to make banking more simple, personal and fair. And change like that doesn't happen unless we all speak up with new ideas and challenge things that could be better. That's why we've built a culture of respect, where everyone supports each other to keep their promises and go above-and-beyond - every day.
As a Financial Planning Manager, your main responsibilities will be
Supporting the growth of the Financial Planning team
Acting as an ambassador for Santander, maintaining our reputation by working in close partnership with our Retail colleagues to meet customer's needs
Providing authoritative investment advice to our customers
Identifying potential new customers in need of investment advice
Taking control of your personal development though the Wealth Management development programme
Minimum skills and experience required
QCF Level 4 qualified
A minimum of 1 year experience within a regulated adviser role within the last 5 years
Strong problem solving and decision making skills
The ability to work flexibly to meet our customers' needs, including outside normal working patterns if required
A good understanding of the regulatory environment, ensuring you comply with regulatory requirements
When you join us, our Financial Planning Managers are supported by a 10 week training programme. This will put you at the heart of our plans to expand the Financial Planning team and drive our ambition of being the Best Bank in the UK for our customers, by making everything Simple, Personal and Fair. We'll give you plenty of room to grow. You could have the opportunity to develop your professional skills further if you qualify for our fully sponsored programme to achieve QCF Level 6 Chartered status. We'll also provide you with ongoing opportunities to develop your career, provide mentoring, career guidance and develop your own profile.
Starting salary is £40,000 p.a. - £45,000 p.a. basic
For your commitment and success, Santander offers one of the most competitive basic salaries with a distinct career development opportunity. In addition to your pay and bonus, we offer you a benefits package that's flexible and allows you to be in control, as well as all the policies, tools and guidance to support you.
Other Santander benefits include:
Pension with generous contributions from Santander
27 days Holiday plus bank holidays, with the option to purchase up to 5 additional days per year
Voluntary healthcare benefits at discounted rates such as Private Medical insurance, Dental, Healthcare Cash Plan and Health assessments
24/7 access to an online employee discount platform. Save money on everything from groceries, electronics, fashion, holidays and much more.
Benefits supporting you and your family, such as childcare vouchers, voluntary life assurance and critical illness, share schemes and charitable giving.
Company Car if undertaking more than 8,000 business miles per year
Get an all-inclusive (just add fuel) brand new car through our salary sacrifice car scheme
Excellent employee recognition schemes, be rewarded for demonstrating great behaviours
With over 150 years of experience, we've built a strong, international presence, with more branches worldwide than any other bank. Dedicated to making things simple, personal and fair for our customers, our aim is to become the best bank in the UK, and we know we can't make it happen without our people. That's why we promote an environment where everyone counts. With us, you'll be encouraged to develop both professionally and personally, and by listening to your unique perspective, and turning your ideas into action, we'll grow along with you.
We are committed to helping you achieve a reasonable balance between your home and working life. To support you in meeting your commitments outside of work, we offer a range of flexible work options, including part-time working, job sharing, career breaks and flexible holiday options and we support you to make a difference in your local community with volunteering and fundraising schemes.
Time to apply
If this sounds like a role you're interested in then please click to apply.