Senior Financial Planning Manager

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.

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