Trainee Technical Services Adviser

Job Type:
Job Sector:
Skipton, The Bailey
£19,750 to £26,500 per annum
Salary Description:
Dependant on Experience
Skipton Building Society
Job Ref:

We currently have an exciting opportunity to join our Technical support team in which you will be responsible for providing technical support to the company, both within head office and to Financial Advisers. We are looking for individuals who will be able to support the Society in areas including; legislation, Pensions, IHT, Investment Taxation and Personal Taxation.

This is a fantastic opportunity to work within a company that has surged into the Times 100 best companies to work for and has been awarded Investors in People 'Gold'.
Package descriptionIn return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following:

Group Personal Pension Plan
Life Cover
25 days’ holiday, plus one day for each year you’re with us, up to a maximum of 30 days (pro rata when working on a reduced hours basis)
SBS offer a range of preferential employee savings & insurance products
Paid course fees to study for a professional qualification (where relevant to the role)
Childcare vouchers
Head Office onsite shop and internet cafe
An opportunity to join Simply Health Cash Plan – offering twenty annual benefits including dental care, optical care and physiotherapy
Option to donate to charity direct through Payroll Giving
Online employee benefits scheme offering discounts with hundreds of high street and online retailers
Eye Tests
Car Allowance – if applicable to role
More senior roles also offer access to group income protection and private medical care

Main responsibilitiesAs a Trainee Technical Services Adviser your main responsibilities will be to assist in providing technical support, advice and steerage to our Financial Advice team. Being a supportive function it’s your job to ensure that this is done correctly following business procedures and of course in a timely fashion.

You will be expected to learn and over time become comfortable to provide technical advice around all aspects of financial planning including taxation, life assurance, estate planning and pensions and investments. In this role you will be dealing with both internal and external stakeholders so clear communication is paramount as is representing the business in the right way ensuring our service and values proposition is not compromised. We pride ourselves on the way we conduct our business and you will play a key part of this process.


Ideal candidateWorking in a technical supportive function you will need to be numerate, organised and work well under pressure. Communication is very important so clarity and confidence should be displayed at all times as would the need to challenge and be challenged. Change is something that naturally happens within Financial Services so flexibility and adaptability is also important.

As this is a ‘trainee’ role full training will be provided but having a back ground in Financial Services would be beneficial. In addition there is an expectation to undertake and complete the Diploma in Financial Planning. An ability to work alone and as part of team will be needed as their will be and expectation to do so.

Finally, as a values driven business, the want to do the right thing in the right way is very important. As a regulated Financial Services provider we have external factors to consider and an understanding of this and ability to work in this environment is essential.  
About the companyAt Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do.

The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers.

Contact Details:
Skipton Building Society
Tel: 01756 705046
Contact: Sophie Lambert

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