Trainee Financial Adviser β€” Remote Start, Grow to Adviser in Blackburn

Trainee Financial Adviser β€” Remote Start, Grow to Adviser in Blackburn

Blackburn Trainee 49500 - 60500 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support customers and advisers with financial planning and tailored guidance.
  • Company: Join SBS Skipton Building Society, a trusted name in financial services.
  • Benefits: Enjoy remote work, hybrid options, and opportunities for career progression.
  • Other info: Dynamic role with potential travel and strong focus on compliance and accuracy.
  • Why this job: Make a real difference in people's financial lives while growing your expertise.
  • Qualifications: Working towards or holding a Diploma in Financial Planning is essential.

The predicted salary is between 49500 - 60500 Β£ per year.

SBS Skipton Building Society is seeking a Financial Planning Consultant to support customers and advisers, initially home-based with progression to branch visits.

You’ll handle fact-findings, build relationships and tailor guidance for plans and retirement with a Diploma in Financial Planning or working towards it.

The role emphasizes compliance, accuracy and delivering strong outcomes for members, with potential travel as you progress. Hybrid working is available in the UK.

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Trainee Financial Adviser β€” Remote Start, Grow to Adviser in Blackburn employer: SBS Skipton Building Society

Skipton Building Society is not just another employer; it's a place where your contributions truly matter. As a mutual organisation, we prioritise our members and foster a collaborative work culture that values innovation and personal growth. With comprehensive benefits including generous annual leave, a commitment to professional development, and a focus on health and wellbeing, you'll find a supportive environment that empowers you to thrive in your role as an IT Principal Engineer.

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Contact Details:

SBS Skipton Building Society Recruitment Team

We think you need these skills to ace Trainee Financial Adviser β€” Remote Start, Grow to Adviser in Blackburn

Financial Planning
Compliance
Accuracy
Customer Relationship Management
Fact-Finding
Tailored Guidance
Diploma in Financial Planning