Hours:
35 hours per week, Monday to Friday, with flexible and hybrid working arrangements considered. A minimum of 2 days per month to be worked from Head Office.
Salary:
£24,700 Per Annum
Closing Date:
Sun, 11 May 2025
This role is part of our Review and Financial Advice Team, serving as a crucial link between our Financial Planning Consultants (FPCs) and customers. You will play a key role in delivering a seamless, high-quality customer journey by providing essential support throughout the advice process.
Who Are We?
We are the fourth largest building society in the UK, and as a mutual organization, we are owned by our members rather than shareholders.
Our colleagues describe Skipton as a great place to work. We welcome new ideas on how to keep customers at the heart of what we do.
No matter your background or goals, we will support you in taking the next step towards a better future.
What's In It For You?
We value work/life balance and support hybrid and flexible working where possible. Our newly refurbished head office offers a vibrant, collaborative workspace.
Additional benefits include:
• Annual discretionary bonus scheme
• 25 days' annual leave plus bank holidays, increasing to 30 days with service
• Holiday trading scheme to buy or sell additional leave
• Matching employer pension contributions (up to 10%)
• Colleague mortgage scheme (conditions apply)
• Salary sacrifice scheme for hybrid & electric cars
• Commitment to training and development
• Private medical insurance
• 3 paid volunteering days per year
• Diverse colleague networks including Carers and Pride Alliance groups
• Health and wellbeing support, including cycle-to-work and discounted gym memberships
What Will You Be Doing?
In this role, you'll engage with customers as part of our Financial Advice Ongoing Service. Your responsibilities include:
* Providing a first-class customer experience, earning trust, and building lasting relationships, especially when their assigned FPC or Adviser is unavailable.
* Supporting Customer Preparation Meetings and educating customers on our Financial Advice Proposition.
* Coordinating and scheduling appointments that align with customers' financial needs and journey stages.
* Exploring customer needs in detail during conversations to determine the most appropriate advice pathway.
* Supporting the wider Financial Advice distribution team and helping colleagues deepen their understanding of our proposition.
What Will You Bring?
* Proven experience in a customer-facing role
* A solid understanding of the Society's Financial Advice Proposition
* A proactive, highly organized, and self-motivated approach
* Confidence in working towards and meeting Service Level Agreements (SLAs)
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