Level 4 financial planning diploma valid for fca activity 4
Investment market and product knowledge
The role involves providing regulated investment advice to help clients meet long-term financial objectives such as retirement or education funding
Job Summary
The role involves providing regulated investment advice to help clients meet long-term financial objectives such as retirement or education funding.
Candidates must hold a Level 4 Financial Planning diploma valid for FCA activity 4 to give personal recommendations on retail investment products.
Santander offers an 8% pension contribution, up to 28 days holiday plus bank holidays, and various wellbeing benefits including healthcare and gym access.
Matching Summary
The role involves providing regulated investment advice to help clients meet long-term financial objectives such as retirement or education funding.
Salary
Base: £47,142.00 - £70,714.00 per annum; Bonus/Equity: Not specified; Benefits: 8% pension contribution; 27-28 days holiday; £500 cash allowance
Skills & Requirements
Must-have
Proven skills in providing investment advice
Level 4 Financial Planning diploma valid for FCA activity 4
Investment Market and Product Knowledge
Regulatory and compliance knowledge specifically consumer duty