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- Tasks: Engage with customers to provide tailored financial advice and prepare them for meetings with advisers.
- Company: Join the fourth largest building society in the UK, owned by its members, not shareholders.
- Benefits: Enjoy a bonus scheme, generous leave, pension contributions, and private medical care.
- Why this job: Be part of a supportive team that values your ideas and helps you grow in your career.
- Qualifications: Must have customer service experience and be Diploma qualified or nearly qualified in financial advice.
- Other info: Flexible working from home initially, with opportunities for face-to-face meetings as you progress.
The predicted salary is between 28800 - 48000 £ per year.
As a Financial Planning Consultant, you’ll develop relationships with our customers, ensuring they receive the highest levels of service and provide them with a high quality initial point of contact with a fact finding meeting.
To succeed, you’ll need experience of supporting customers/advisers in a previous role and be fully Diploma qualified (or nearly qualified). You will have some experience of the financial services industry and will ensure you’re able to offer an expert, personalised service for our customers’ life ahead.
You will receive quality referrals thanks to the close relationship with branch colleagues and head office in Skipton. You’ll need to demonstrate a commercial focus that leads to outcomes that are right for our customers whilst applying clear risk management and quality controls.
What’s In It For You?
- Annual discretionary bonus scheme
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days
- Matching employer pension contribution + 2% (up to 10% per annum dependent on employee selection)
- A commitment to training and development
- Private Medical
What Will You Be Doing?
Working with branch teams and financial advice colleagues to partially deliver first meetings with new customers; including conversations on pensions, investments and inheritance tax and our current proposition. It will be your role to prepare the customers for their follow on first meeting with the Financial Adviser, ensuring all information is gathered and entered onto our customer relationship management system that is pertinent to the advice and provide the adviser with all the soft facts to enable a smooth customer journey.
You will utilise your skills within the customer meeting to engage with the customer and help them understand their objectives and goals for their money and motivations for taking financial advice.
What Do We Need From You?
You must be a natural communicator with a passion for delivering excellent customer service, experience of speaking with customers face to face or via video link or building relationships with customers/colleagues. You must thrive on being a part of a successful team, sharing best practice and being supportive to others. You must also be self motivated and capable of working on your own.
The ability to maintain strict quality and compliance standards and organisation skills are a must as you will be expected to work in a high volume fast paced environment. Be flexible and adaptable to change. Ability to pick up new systems, processes and technology with ease.
Ideally looking to further your career within financial advice towards a Financial Adviser role, already having achieved the Regulated Diploma in Financial Advice (or near completion). Full support and training will be given.
We are looking for someone to be located in or around St Albans, Aylesbury, Chesham, Chalfont, Harrow or London. Initially the role will be working from home, however ultimately when you have progressed to a Financial Adviser role we would require someone to have the ability and flexibility to cover some face to face meetings within some of these branch locations.
If you are looking for an exciting career that offers professional development and truly values its colleagues and customers, a career in financial advice could be for you.
Financial Planning Consultant employer: Skipton Building Society
Contact Detail:
Skipton Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with current Financial Planning Consultants or advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific products and services offered by Skipton Building Society. Understanding their unique offerings will help you tailor your conversations with potential customers and demonstrate your commitment to providing personalised service.
✨Tip Number 3
Prepare for the interview by practising common questions related to customer service and financial advice. Think about scenarios where you've successfully supported customers in the past, as this will showcase your experience and ability to thrive in a team environment.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services sector. Being knowledgeable about current market conditions and compliance standards will not only boost your confidence but also demonstrate your dedication to the role during discussions with the hiring team.
We think you need these skills to ace Financial Planning Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and the financial services industry. Emphasise any qualifications, especially if you are Diploma qualified or nearly qualified, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering excellent customer service. Mention specific examples of how you've built relationships with customers in previous roles and how you can contribute to the company's mission.
Highlight Communication Skills: Since the role requires strong communication skills, provide examples in your application of how you've effectively communicated with customers, whether face-to-face or via video link. This will demonstrate your suitability for the position.
Showcase Adaptability: In your application, mention instances where you've successfully adapted to change or learned new systems quickly. This is important as the company values flexibility and the ability to thrive in a fast-paced environment.
How to prepare for a job interview at Skipton Building Society
✨Showcase Your Customer Service Skills
As a Financial Planning Consultant, your ability to connect with customers is crucial. Prepare examples from your past experiences where you successfully built relationships and provided excellent service, whether face-to-face or via video link.
✨Demonstrate Your Financial Knowledge
Make sure you're up to date with the latest trends in financial services. Be ready to discuss topics like pensions, investments, and inheritance tax, as these will likely come up during your interview.
✨Highlight Your Teamwork Experience
This role requires collaboration with branch teams and financial advisers. Share specific instances where you worked effectively within a team, showcasing your ability to support colleagues and share best practices.
✨Prepare for Compliance and Quality Standards
Since maintaining strict quality and compliance standards is essential, be prepared to discuss how you've managed these aspects in previous roles. Highlight your organisational skills and adaptability to new systems and processes.
