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Hours:
35 hours per week, Monday to Friday, regular weekly onsite presence required in particular for the 6 week training period.
Salary:
£32,249 Per Annum
Closing Date:
Wed, 16 Jul 2025
The salary for the role is up to £32,249 dependent on skills and experience.
We’re recruiting for a new member to join the Financial Advice Quality Assurance Team, if you’ve a curious nature, meticulous attention to detail and thrive on creating improvements and efficiencies then this may be the role for you!
It’s an excellent opportunity to contribute to ensuring the accuracy, quality and suitability of the advice provided by our 60+ Financial Advisers, playing a key part in improving the service that we offer our customers.
Who Are We?
Not just another building society. Not just another job.
We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members.
Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.
Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.
You will be joining the Quality Assurance team within Money business, consisting of 2 seniors and 6 specialists and 2 subject matter experts. You can expect to liaise with financial advisers providing them with vital feedback in a timely manner including Financial planning team and the customer experience team. Our core role is to ensure the quality of the financial advice journey is outstanding and ensure we are adhering to FCA regulations and internal processes.
What’s In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.
We have a range of other benefits available to you including;
* Annual discretionary bonus scheme
* 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
* Holiday trading scheme allowing the ability to buy and sell additional annual leave days
* Matching employer pension contribution (up to 10% per annum)
* Colleague mortgage (conditions apply)
* Salary sacrifice scheme for hybrid & electric car
* A commitment to training and development
* Private medical insurance for all our colleagues
* 3 paid volunteering days per annum
* Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups
* We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership
What Will You Be Doing?
Quality assurance is about putting the customer at the heart of each check you carry out, ensuring we meet customer expectations, regulatory requirements and protect the Society. The team are responsible for ensuring key processes are followed correctly within Financial Advice, relating to the onboarding process and complaints decisions.
You’ll be:
* Ensuring that customers receive fair treatment that is aligned to the Society’s approach
* Carrying out quality checks on Financial Advice provided
* Building strong relationships with key stakeholders
* Suggesting improvements whilst effectively managing risk appetite
What Do We Need From You?
We are looking for an empathetic and open minded individual with confidence in what great customer experience looks like and an understanding of fair outcomes.
You’ll need to be:
* An excellent communicator, both written and verbal
* Able to plan and organise workloads to ensure a focus on priorities and to deliver to deadlines
* Able to consider differing points of view with assertive decision-making
* Strong in providing effective challenge to stakeholders at all levels
* Flexible and adaptable – responsibilities can vary throughout the month, you’ll need to work as a team to ensure all aspects are covered and move between different tasks
You’ll also need an understanding of the Financial Advice processes, the Society’s Customer Strategy and Proposition, and knowledge of the FCA requirements; including Conduct Risk and Consumer Duty.
Diversity and inclusion are a priority for us as we continue to support our members and represent the communities we serve. We encourage applications from individuals of all backgrounds, ethnicity, gender identity, sexual orientation, disability, neurodiversity, age, family or parental status, beliefs, nationalities and religions - supporting an inclusive environment for all our colleagues to bring their true selves to Skipton.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we’ll be happy to discuss making reasonable adjustments to our processes for you. Please contact our Talent Acquisition team at talentacquisition@skipton.co.uk .
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