Financial Planning Consultant - Trainee Financial Adviser
Hours: Permanent, Full Time, 35 hours
Salary: £31,270 Per Annum
Closing Date: Mon, 2 Jun 2025
As a Financial Planning Consultant, you'll develop relationships with our customers, ensuring they receive the highest levels of service and providing them with a high-quality initial point of contact through a fact-finding meeting. To succeed, you'll need experience supporting customers or advisers in a previous role and be fully Diploma qualified (or nearly qualified). You should have some experience in the financial services industry and be able to offer an expert, personalized service for our customers' financial future.
You will receive quality referrals thanks to close collaboration with branch colleagues and Head Office in Skipton. You'll need to demonstrate a commercial focus that results in outcomes that are right for our customers, while applying clear risk management and quality controls.
Who Are We?
Not just another building society. Not just another job.
We're the fourth largest building society in the UK, and what makes us a bit different is that we're a mutual organization. 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 your new ideas on how we can keep customers at the heart of what we do.
Whatever your background and goals, we'll help you take the next step towards a better future.
What's In It For You?
Skipton values work/life balance and supports hybrid and flexible working where possible. Our newly refurbished head office offers a vibrant and collaborative workspace.
Additional benefits include:
* Annual discretionary bonus scheme
* 25 days standard annual leave + bank holidays + an increase of 1 day per year of service up to 30 days
* Holiday trading scheme to buy and sell additional leave
* Matching employer pension contribution (up to 10%)
* Colleague mortgage (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
* Health and wellbeing benefits like cycle to work and gym discounts
What Will You Be Doing?
Collaborating with branch and financial advice teams to conduct initial meetings with new customers, discussing pensions, investments, inheritance tax, and our current propositions. Your role involves preparing customers for their follow-up meeting with a Financial Adviser by gathering relevant information and entering it into our CRM system, facilitating a smooth customer journey. You will engage with customers during meetings to understand their objectives and motivations for financial advice.
What Do We Need From You?
* Excellent communication skills with a passion for delivering outstanding customer service, experienced in face-to-face or video interactions.
* Team-oriented with a supportive attitude, self-motivated, and capable of working independently.
* Strong organizational skills and the ability to maintain high standards of quality and compliance in a fast-paced environment.
* Flexible and adaptable, quick to learn new systems and processes.
* Aiming to progress towards a Financial Adviser role, with a Regulated Diploma in Financial Advice (or near completion). Full support and training provided.
* Ideally based in or near Lincoln, Newark, or Nottingham. Initially working from home, with eventual requirements for face-to-face meetings at branches within these locations.
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