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Financial Planning Manager | S2 | Wealth Management| Southampton

Job Description

Job Description

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 use our remote advice proposition to support the growing needs of our customers; providing investment advice to our customers 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

Candidate Description

  • 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.

  • Strong people and relationship-building skills

  • Ability to listen and analyse

  • Understanding of regulatory environment (especially with restricted advice)

  • Self-starting and dynamic approach to work

Application Description

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 or call 0870 414 9080.

Employer Description

At Santander we're driven by our purpose - to help people and businesses prosper. This means we help customers to create change for themselves and those around them, and we champion businesses to grow sustainably. We do this by always living our values of Simple, Personal and Fair.

At Santander, we each take personal responsibility for managing risk by embracing the I AM Risk framework - to Identify, Assess, Manage and Report risks, and to continuously build a deeper understanding of the risks we face. It is an important part of our culture at Santander and we will provide you with knowledge to help you manage risks in your role.