Financial Consultant

Join to apply for the Financial Consultant role at Skipton Building Society

Hours: The role is a fixed term contract for 12 months. The position 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

Overview

Are you passionate about helping others and providing exceptional customer service? If so, Skipton Building Society have 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.

What Will You Be Doing?

• 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.
• Engaging with customers through the ‘My Review’ appointment to understand and identify their needs by asking questions, listening to the customer’s circumstances and tailoring the relevant solution to their needs, ensuring the right outcome for the customer and the society.
• Sharing your expertise and knowledge with the rest of the branch team.
• Using internal systems to ensure that a customer’s records are accurately maintained and up to date, while identifying and supporting vulnerable customers appropriately.
• Adhering to and understanding the policies, standards, controls and limits of authority applicable to your role, supported by training and coaching.

What Do We Need From You?

• Previous experience of developing relationships with customers in a customer service or sales environment, whether face to face or over the phone.
• Experience in a Financial Services environment is beneficial.
• Passion for delivering exceptional customer service and a willingness to go the extra mile to help colleagues and customers achieve business objectives.
• Excellent communication skills with the ability to listen, ask appropriate questions and engage in purposeful conversation.
• Experience in inspiring, motivating and coaching others to drive performance with a ‘one-team’ mindset.
• Ability to stay calm and manage time effectively when the day gets busy, handling a variety of customers.
• 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. Whatever your background and goals, we will help you take the next step towards a better future.

The role is a fixed-term contract of 12 months, full-time (36 hours per week across Monday to Saturday to cover Clitheroe and Barnoldswick branch hours).

The salary for the role is up to £33,450 depending on experience.

Benefits include:

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays, increasing to a maximum of 30 days after 5 years
• Holiday trading scheme to buy/sell additional annual leave
• Generous employer matched pension contributions – up to 10% per annum
• Health and wellbeing benefits via benefits portal (Employee Assistance Programme and online employee discounts)
• Three paid volunteering days per year
• Colleague mortgage and savings accounts, plus other colleague discounts
• Commitment to training and development
• Private medical insurance for all colleagues
• Salary Sacrifice Scheme for hybrid/electric car

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales