Wealth Advisor, Corporate & Commercial

Role Overview

• Delivering an individual contribution plan and an exceptional client experience.
• Achieving net portfolio growth in line with approved objectives.
• Identifying, understanding, and helping corporate and commercial clients with their changing needs.
• Providing regulated investment advice to help corporate and commercial clients meet their objectives.
• Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
• Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed.

Requirements

• A solid and recent track record of providing investment advice to your clients. (Required)
• Comprehensive knowledge of wealth structuring tools, investment approaches and application of these to high-net-worth clients. (Preferred)
• A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry. (Preferred)
• Risk management and control experience gained within Private Banking, Corporate and Commercial and or Select Investments. (Preferred)
• Investment knowledge and the required qualifications (QCF Level 4 minimum) is essential (Required)
• Investment Market and Product knowledge. (Required)
• Financial software navigation skills. (Required)
• Regulatory and compliance knowledge, specifically consumer duty (Required)
• Relationship Management. (Required)
• Communication and influencing skills. (Required)
• Proactive and dynamic approach to change. (Required)

Benefits

• 30 days’ holiday plus bank holidays, which increases to 31 days after 5yrs service, with the option to purchase up to 5 contractual days per year
• £6,000 car allowance per year
• Company funded individual private medical insurance
• Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover.
• Share in Santander’s success by saving or investing in our share plans.
• Competitive rewards that reflect the real impact you make and the value you bring.
• Wellbeing that goes beyond work — we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support.
• Support for every life stage — from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support.
• Time to give back through volunteering opportunities that let you make a difference in the communities we serve.
• Global growth opportunities to shape your career, learn new skills and explore what’s possible across our international network.