Senior Financial Planning Manager | S2 | Wealth | Oxford

Senior Financial Planning Manager | S2 | Wealth | Oxford Country: United Kingdom WHAT YOU WILL BE DOING 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. What else you need to know. This is a permanent position. This role will be branch-based in Oxford. 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. The Santander Effect 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.