Financial Planning Consultant

Job Type:
Job Sector:
North East
£19,500 to £24,000 per annum
Salary Description:
£19,500 per annum rising to £24,000
Skipton Building Society
Job Ref:

Our new Financial Planning Consultant role will bridge the gap between our branch based Financial Advisers and the customer, providing crucial support resulting in a seamless customer journey.  97% of our financial advice customers would recommend us to family and friends* and we’re aiming to make our service even better with the introduction of this exciting role
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 responsibilitiesOn a typical day you’ll be taking customers though our branch Review journey,  talking to them about their financial needs and looking for opportunities to refer them to the Financial Adviser. The best interests of the customers should always come first, and your knack for balancing meaningful relationships with the commercial requirements of the business will be key.  

Every conversation you have with a customer will be an exploration of the customer’s situation and needs. You’ll dig deep into the ‘who, what, where, when and why’, capturing the relevant information the Financial Adviser needs to prepare for their appointment. You’ll be the ‘go to’ colleague in the branch for customer enquiries and be a key point of contact for financial advice customers.  As a key part of the branch team, you’ll support your colleagues in the day to day running of the branch and support in developing their knowledge in particular around our Financial Advice proposition.
Ideal candidateWe’d love to have 100% of our customers recommend our service, and we’ll be relying on your brilliant people skills and ability to manage a demanding caseload to help us get as close as we can.

You don’t need a background in financial services, but you do need to be an experienced customer-facing practitioner. You’ll be ultra-organised with a genuine interest in people, an eye for an opportunity and meticulous attention to detail.

This isn’t just the chance to take ownership of a brand new role – it’s a brilliant development opportunity, too. As part of the package you’ll study towards your R01/R02 financial services qualification and learn something new every day. It will be a demanding schedule, but you’ll love it if you’re one of those people who really thrives on challenge.
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.

We’re committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues’ unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know.

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

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