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

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

Warrington Trainee 49500 - 60500 Β£ / year (est.) Home office (partial)
SBS Skipton Building Society

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 a focus on compliance and accuracy.
  • Why this job: Make a real difference in people's financial lives while growing your expertise.
  • Qualifications: Diploma in Financial Planning or working towards it; strong relationship-building skills.

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 Warrington employer: SBS Skipton Building Society

At Skipton, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. As a Microsoft Power Platform Engineer, you'll enjoy a hybrid working model, generous benefits including a strong pension contribution and private medical insurance, and ample opportunities for professional growth through training and mentorship. Join us in shaping the future of automation while making a meaningful impact on our members' experiences.

SBS Skipton Building Society

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 Warrington

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