Private Banker Wealth Direct S3 Wealth

3 months ago


Milton Keynes, United Kingdom Santander Full time

Private Banker Wealth Direct | S3 | Wealth

Country: United Kingdom

**Join our community
**Our clients value our advice. They value our support and trust our expertise. They have big plans for their money. And that’s where you come in as their trusted advisor.

You’ll be proactively managing a portfolio of c200 Private Banking high net worth clients, providing support and investment advice on a broad range of financial matters. You’ll be maintaining and developing your portfolio, maximising retention of existing clients and their holdings. By developing these into primary banking relationships, you’ll effectively grow the value of the portfolio.

**The difference you’ll make**
- Delivering an individual contribution plan and an exceptional client experience.
- Achieving net portfolio growth in line with approved objectives.
- Identifying, understanding, and helping clients with their changing needs through remote technology.
- Providing regulated investment advice to help 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.

**What you’ll bring**
- Investment knowledge and the required qualifications (QCF Level 4 minimum) is essential
- A solid and recent track record of providing investment advice to your clients.

**It would also be nice for you to have**
- A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry.
- Risk management and control experience gained within Private Banking.
- A track record of customer engagement through a remote channel with online tools

**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 role is home-based, providing support to our customers remotely.

**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 competitive salary, you’ll enjoy a benefits package that you can tailor to your needs.
- 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.
- 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
- Voluntary healthcare benefits at discounted rates such as private medical insurance for your family, 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
- Share in Santander’s success by investing in our share plans

**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.



  • Milton Keynes, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Milton Keynes offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and...

  • Legal Counsel

    2 months ago


    Milton Keynes, United Kingdom Santander Full time

    Legal Counsel - Mortgages | S3 | Legal & Regulatory | Milton Keynes/London Country: United Kingdom WHAT YOU WILL BE DOING This role is offered on a hybrid basis, which can be discussed with the recruitment team during the hiring process. Join our community. We have an exciting opportunity for a Specialist Lawyer to join our highly successful Retail,...


  • Milton Keynes, United Kingdom Santander Full time

    Products and Proposition Lead | S4 | Wealth Management and Insurance Country: United Kingdom **Interested in part-time, job-share or flexible working? We want to talk to you!** **Join our community.** You will be a senior level contributor for the Private Bank account proposition, where you will be accountable for managing the client product proposition...


  • Milton Keynes, United Kingdom Santander Full time

    Search Engine Optimisation Lead | S3 | Marketing | Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **_This role is offered on a hybrid basis, which can be discussed with the recruitment team during the hiring process. - ** **Join our community.** At Santander we’re driven by our purpose - to help people and businesses prosper. We help...


  • Milton Keynes, Milton Keynes, United Kingdom BranWell Ford Associates Limited Full time

    Join a Leading Private Client TeamThis is an exceptional opportunity to become part of a well-established private client team recognized for their outstanding service across the region.In this position, you will have the chance to enhance your skills and expertise while engaging with a diverse and loyal clientele.The firm enjoys a steady flow of high-quality...


  • Milton Keynes, United Kingdom Santander Full time

    Assistant Secretary| S3 | Legal and Corporate Governance | Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **This role is offered on a hybrid basis which can be discussed with the recruitment team during the hiring process.** **Join our community.** At Santander we’re driven by our purpose - to help people and businesses prosper. We...

  • Customer Service

    3 months ago


    Milton Keynes, United Kingdom NatWest Full time

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us as a Customer Service - Senior Personal Banker in Milton Keynes -...


  • Milton Keynes, United Kingdom AJ Chambers Full time

    AJ Chambers are thrilled to be working with a Top Law Firm, who are looking for a candidate to work out of their Milton Keynes office who is 5 + years PQE that should be hard-working, outgoing and a good team player with experience of working in a city or medium/large provincial practice. The Private Client team compliments the firm’s commercial legal...


  • Milton Keynes, United Kingdom Santander Full time

    Assistant Company Secretary | S3 |Governance| Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **This role is offered on a hybrid basis, which can be discussed with the recruitment team during the hiring process. **Join our community.** At Santander we’re driven by our purpose - to help people and businesses prosper. We help our...


  • Milton Keynes, United Kingdom Santander Full time

    Technical Cloud Lead | S3 | Cloud Technology | Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **Join Our Community** A great opportunity for a defined contributor within the IT Delivery T&O area. It will be part of the CIO Enterprise Services area and will lead the Cloud Technical Solutions and implementation for different IT Finance...


  • Milton Keynes, United Kingdom Santander Full time

    Testing Lead | S3 | Operations Country: United Kingdom **Interested in part-time, job-share or flexible working? We want to talk to you!** **Join our community.** We have a fantastic and interesting opportunity to join Santander as a Testing Lead within our Payment Centre of Excellence (PCoE), this team powers payments for Santander UK (Group). As a...


  • Milton Keynes, United Kingdom Santander Full time

    Supplier Collaboration Partner - IT | Procurement | S3 | Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **This role is offered on a hybrid basis, which can be discussed with the recruitment team during the hiring process. **Join our community.** Procurement team are undertaking a multi-year transformation focused on creating a platform...


  • Milton Keynes, United Kingdom Santander Full time

    IT Service Management Reporting Specialist | S3 | IT Service | Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **This role is offered on a hybrid basis, which can be discussed with the recruitment team during the hiring process.** **Join our community.** The IT Service management Reporting Specialist manages, validates and coordinates...


  • Milton Keynes, United Kingdom Santander Full time

    Internal Communications Business Partner| S3| Corporate Communications| Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **Site Based Contract with a Hybrid Working Pattern **:**Interested in part-time, job-share and flexible working? We want to talk to you!** **Join our community.** **As an Internal Communications Business Partner, you...


  • Milton Keynes, United Kingdom Santander Full time

    Network Management and Operation | S3 | Networks | Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **Site Based Contract with a Hybrid Working Pattern** **Join our community.** Are you looking to grow your Network Management skills? The Network Team are at the core of the Bank’s technology and play a critical role in the successful...


  • Milton Keynes, United Kingdom Santander Full time

    UX Designer | S3 | Homes | Santander - Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **This role is offered on a hybrid basis, which can be discussed with the recruitment team during the hiring process.** **Join our community.** As our UX Designer you’ll be working within a fast-paced environment you will be responsible for the...


  • Milton Keynes, United Kingdom Santander Full time

    Dynatrace SME | S3 | IT Operations | Milton Keynes Country: United Kingdom **WHAT YOU WILL BE DOING** **Interested in part-time, job-share and flexible working? We want to talk to you!** **Join our community.** Actively collaborating with colleagues from across the organisation our observability solutions provide monitoring, notification channels,...

  • Product Owner

    3 months ago


    Milton Keynes, United Kingdom Santander Full time

    Product Owner - Customer and Account Onboarding | S3 Country: United Kingdom **Interested in part-time, job-share or flexible working? We want to talk to you!** **Join our community.** In this role, you’ll do is a critical part of the product delivery lifecycle, it ensures that both the product and delivery teams have an adequate understanding of the...


  • Milton Keynes, United Kingdom Santander Full time

    Data Modeller | S3 | CDO | Milton Keynes/Hybrid Country: United Kingdom **WHAT YOU WILL BE DOING** **Site Based Contract with a Hybrid Working Pattern** **Join our community.** Reporting to the Head of Data Architecture and Modelling within the Chief Technology Office, this is a role for an experienced Data Modeller. Designing data models for...


  • Milton Keynes, United Kingdom Santander Full time

    Fraud Delivery Lead | S3 | CIO Fraud Country: United Kingdom **Interested in part-time, job-share or flexible working? We want to talk to you!** **Join our community.** A fantastic opportunity has become available to join the Fraud CIO team as a Delivery Lead for both locally developed solutions and vendor partnerships, all focused and designed to manage...