• Job Description

  Req#: Req1274154
  Financial Planning Manager| S2 | Wealth | Warrington

  Country: United Kingdom

  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.

  You’ll be part of an exciting time in Financial Planning as we combine our face-to-face and remote advice proposition to support the growing needs of our customers, providing investment advice to our customers in-branch and via Santander’s digital capabilities.

  It’s a premium service: you’ll be working with customers looking to invest at least £20k for 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

  • 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 on our self-study programmes

  
  What you’ll bring.

  • A QCF level 4 qualification or R01/R02 qualifications provided by the CII.

  • Proven skills in delivering an outstanding consultative 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 Warrington. 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

  Learn more about our benefits and family friendly policies

  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.

• About the company

  Our work touches 140 million lives every day. How? By always innovating, sharing our experiences, questioning how we do things and adapting to new challenges. As we keep reinventing ourselves for the digital age, you’ll find that with us, even your smallest action will have a massive impact. That’s the Santander Effect.

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