Promoting a new product or resolving a problem, you will always place our customers' needs at the heart of everything you do and provide a first-class service every time.
For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver, and in time, a fountain of knowledge to help them achieve their financial goals.
Our purpose is to help more people have a home, help people save for life ahead, and support long-term financial wellbeing. Together, you can help us build a better Society!
What Will You Be Doing?
1. Working closely with the Financial Advisers in branch, you will keep in touch with existing financial advice customers to conduct 'My Review' customer appointments to update customers on products and services on a non-advised basis whilst seeking new opportunities. This may be face-to-face, virtually, or by telephone.
2. Engaging with customers through the 'My Review' customer appointment to understand and identify their needs by asking great questions, listening to the customer's specific circumstances, and tailoring the relevant solution to their needs. All the while, ensuring the right outcome for the customer and the society.
3. Sharing your expertise and knowledge with the rest of the branch team.
4. Using internal systems to ensure that a customer's records are accurately maintained and are up to date, whilst ensuring vulnerable customers are identified and supported appropriately.
5. Adhering to and understanding the appropriate policies, standards, controls, and limits of authority applicable to your role, supported by training, coaching, and appropriate communication.
What Do We Need From You?
* Previous experience of developing relationships with customers—be that in a customer service or sales environment, whether face-to-face or over the phone.
* Experience of working in a Financial Services environment is beneficial.
* Someone who is passionate about delivering exceptional customer service and challenges themselves to go the extra mile for colleagues and customers, to help us grow and achieve our business objectives.
* Excellent communication skills and the ability to listen and ask appropriate questions, engaging in purposeful conversation.
* Experience of inspiring, motivating, and coaching others in your team to drive performance, with a 'one-team' mindset.
* The ability to react fast when the day gets busy and handle a wide variety of different customers—excellent time management.
* The ability to grow, adapt, and change to accommodate business needs and priorities.
What Is In It For You?
Our colleagues say Skipton Building Society is a great place to work, and we offer:
* Hours: The role of Financial Consultant is a fixed-term contract for 12 months. The role is full-time based on 36 hours per week across Monday to Saturday to cover the Clitheroe and Barnoldswick branch opening hours.
* Salary: £33,450 per annum
* Closing Date: Mon, 1 Sept 2025
Are you passionate about helping others and providing exceptional customer service? Would you like to join an organization that puts its customers at the heart of what they do? If so, Skipton Building Society has the perfect opportunity for you!
Due to a colleague moving internally, we are recruiting for a Financial Consultant to work in our multisite branches of Clitheroe and Barnoldswick.
The role involves engaging with customers through 'My Money Review' appointments, delivering a great experience and the right outcome by providing information on our full range of financial products and services. We welcome candidates from all backgrounds and goals to help you take the next step towards a better future.
The salary for this fixed-term contract is up to £33,450 depending on experience. We offer a range of benefits including an annual discretionary bonus, 25 days of holiday plus bank holidays, pension contributions, health and wellbeing programs, volunteering days, colleague discounts, private medical insurance, and more.
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