Customer Financial Planner (In-Branch & Virtual) in Chester

Customer Financial Planner (In-Branch & Virtual) in Chester

Chester Full-Time 26750 - 26750 £ / year (est.) No working from home possible
Skipton Building Society

At a Glance

  • Tasks: Engage with customers to understand their needs and discuss financial goals.
  • Company: Join Skipton Building Society, a supportive and customer-focused organisation.
  • Benefits: Enjoy a competitive salary, flexible working options, and a friendly team environment.
  • Other info: Permanent role with opportunities for growth and development.
  • Why this job: Make a real difference in customers' financial journeys while developing your skills.
  • Qualifications: Strong communication skills and a passion for helping others.

The predicted salary is between 26750 - 26750 £ per year.

Skipton Building Society is recruiting a Customer Relationship Consultant to work at our Chester and West Kirby branches.

You will engage in conversations to understand customers’ needs, explain our full savings range, and schedule ‘My Review’ appointments to discuss financial goals in a friendly, thoughtful way.

This is a permanent, 36-hour-per-week role with a salary of £26,750 per annum.

We support flexible engagement across branch, online and contact centre channels, and offer a generous

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Customer Financial Planner (In-Branch & Virtual) in Chester employer: Skipton Building Society

Skipton Building Society is an excellent employer, offering a vibrant working environment in the heart of Skipton where collaboration and innovation thrive. With a strong focus on work/life balance through hybrid working opportunities, employees benefit from a range of perks including a discretionary bonus scheme, annual leave, and private medical insurance, all while being part of a team that values technical leadership and personal growth.

Skipton Building Society

Contact Details:

Skipton Building Society Recruitment Team

We think you need these skills to ace Customer Financial Planner (In-Branch & Virtual) in Chester

Communication Skills
Problem-Solving Skills
Attention to Detail
Time Management
Adaptability
Interpersonal Skills
Record Keeping