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For Companies At a Glance
- 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 25 days holiday, a bonus scheme, and private medical cover, plus training support.
- Why this job: Be part of a supportive team that values your ideas and helps you grow in financial advice.
- Qualifications: Must have customer service experience and be Diploma qualified or nearing completion in Financial Advice.
- Other info: Initially remote, with potential for face-to-face meetings in various locations as you progress.
The predicted salary is between 28800 - 48000 £ per year.
Are you looking for innovative ways to keep customers at the heart of what we do? Whatever your background and goals, we will support you in taking the next step towards a better future.
What\’s In It For You?
- Annual discretionary bonus scheme
- 25 days standard annual leave + bank holidays + increase by 1 day per year of service up to 30 days
- Holiday trading scheme to buy and sell additional leave days
- Matching employer pension contribution + 2% (up to 10% per annum depending on employee choice)
- Commitment to training and development
- Private Medical Insurance
What Will You Be Doing?
You will collaborate with branch teams and financial advice colleagues to conduct initial meetings with new customers, discussing pensions, investments, inheritance tax, and our current propositions. Your role involves preparing customers for their follow-up meeting with the Financial Adviser by gathering relevant information and entering it into our customer relationship management system, ensuring a smooth customer journey. During customer meetings, you will engage with clients to understand their objectives, goals, and motivations for financial advice.
What Do We Need From You?
- Excellent communication skills with a passion for delivering outstanding customer service, whether face-to-face or via video link
- Ability to build strong relationships with customers and colleagues
- Self-motivated and capable of working independently within a team environment
- Strong organizational skills and adherence to quality and compliance standards in a fast-paced, high-volume setting
- Flexibility and adaptability to change, with ease in learning new systems and processes
- Ideally, pursuing a career in financial advice, with a Regulated Diploma in Financial Advice (or nearing completion). Full support and training will be provided.
This role is based in or around St Albans, Aylesbury, Chesham, Chalfont, Harrow, or London. Initially, the role will be remote, with the possibility of face-to-face meetings at branch locations as you progress to a Financial Adviser role.
Additional Details
Hours: Permanent full-time, 35 hours per week
Closing Date: Thu, 14 Aug 2025
Job Introduction
As a Financial Planning Consultant, you will develop relationships with our customers, ensuring they receive excellent service and a high-quality initial consultation. You should have experience supporting customers or advisers and be fully or nearly qualified with a Diploma in Financial Advice. Your experience in financial services will enable you to provide personalized, expert service, leading to positive outcomes for our customers.
Who Are We?
We are not just another building society or a typical employer. As the fourth largest building society in the UK and a mutual organization owned by our members, we pride ourselves on being different. Our colleagues say Skipton is a great place to work, and you could be part of our team, contributing to our success and values.
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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 valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific services offered by Skipton Building Society. Understanding their unique approach and customer focus will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare for role-play scenarios that may come up during the interview process. Practising how to handle customer interactions, especially around sensitive topics like pensions and investments, will showcase your communication skills and readiness for the role.
✨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 impress your interviewers.
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 team at Skipton Building Society.
Highlight Communication Skills: Since the role requires strong communication skills, ensure you provide examples of your experience in face-to-face or video link interactions with customers. This will demonstrate your ability to engage effectively with clients.
Showcase Adaptability: In your application, mention instances where you've successfully adapted to new systems or processes. This is important as the role requires flexibility and the ability to thrive in a fast-paced environment.
How to prepare for a job interview at Skipton Building Society
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss pensions, investments, and inheritance tax, as these are key topics you'll encounter in customer meetings.
✨Demonstrate Your Customer Service Skills
Since this role heavily focuses on customer interaction, be ready to share examples of how you've successfully built relationships with clients in the past. Highlight your communication skills and your passion for delivering excellent service.
✨Showcase Your Team Spirit
The company values teamwork, so be prepared to discuss how you contribute to a team environment. Share experiences where you've collaborated with colleagues to achieve common goals or support each other in a fast-paced setting.
✨Prepare for Compliance Questions
Given the importance of quality and compliance standards in this role, brush up on relevant regulations and be ready to discuss how you ensure adherence to these standards in your work. This will demonstrate your commitment to maintaining high-quality service.