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For Companies At a Glance
- Tasks: Engage with customers to understand their financial goals and provide tailored solutions.
- Company: Join a community-focused financial institution dedicated to exceptional customer service.
- Benefits: Competitive salary, annual bonus, 25 days leave, and professional development opportunities.
- Why this job: Make a real difference in people's lives by helping them achieve their financial dreams.
- Qualifications: Customer service experience and strong communication skills are essential.
- Other info: Dynamic role with opportunities for growth and a supportive team environment.
The predicted salary is between 30000 - 36000 £ per year.
Hours: This role will be for a permanent position working 36 hours per week to support branch operating hours.
Salary: £30,400 per annum.
If you are passionate about helping others and providing exceptional customer service, we have the perfect opportunity for you! We are recruiting for a Financial Consultant within our Edinburgh & North Berwick branches. The role of Financial Consultant includes engaging with our customers through our ‘My Review’ appointments to understand and discuss our customers' financial goals in a friendly conversation. By really listening to and getting to know our customers, you will help them to review their circumstances and what their goals are and through this proactively identify the most appropriate products to suit their needs.
Our branches are the heart of our local communities; however, increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch, we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. Whether you are promoting a new product or resolving a problem, you will always place our customers’ needs at the heart of everything you do and provide a first-class service every time.
For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals. Our purpose is to help more people have a home, help people save for life ahead and support long-term financial wellbeing. Together, you can help us build a better Society!
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’ customer appointment to understand and identify their needs by asking great questions, listening to the customer’s specific circumstances and tailoring the relevant solution to their needs. All the while 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 are up-to-date, whilst ensuring vulnerable customers are identified and supported appropriately.
- Adhering to and understanding the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and appropriate communication.
What Do We Need From You?
- Previous experience of developing relationships with customers - be that in a customer service or sales environment, whether that be face-to-face or over the phone.
- Experience of working in a Financial Services environment is beneficial.
- Someone who is passionate about delivering exceptional customer service and challenges themselves to go the extra mile for colleagues and customers, to help us grow and achieve our business objectives.
- Excellent communication skills and the ability to listen and ask appropriate questions, engaging in purposeful conversation.
- Experience of inspiring, motivating and even coaching others in your team to drive performance, with a ‘one-team’ mindset.
- The ability to react fast when the day gets busy and handle a wide variety of different customers – excellent time management.
- The ability to grow, adapt and change accommodating business needs and priorities.
What Is In It For You?
This role of Financial Consultant is a permanent position. The role is full time based on 36 hours per week to cover branch opening hours. The salary for the role of Financial Consultant is £30,400 per annum, plus benefits. We have a range of other benefits available to you including an annual discretionary bonus scheme, 25 days standard annual leave.
Financial Consultant in London employer: Skipton Building Society
Contact Detail:
Skipton Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant in London
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show you're genuinely interested and align with their goals.
✨Tip Number 2
Practice your listening skills! During interviews or networking, focus on what the other person is saying. This will help you tailor your responses and demonstrate that you truly care about their needs.
✨Tip Number 3
Don’t just wait for job openings to pop up! Reach out to connections in the industry or even directly to the company. A friendly message expressing your interest can go a long way in getting noticed.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really want to be part of our team.
We think you need these skills to ace Financial Consultant in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your passion for helping others shine through. We want to see how you can connect with customers and provide that exceptional service we value so much.
Tailor Your Experience: Make sure to highlight any relevant experience you have in customer service or financial services. We love seeing how your background aligns with the role of Financial Consultant, so don’t hold back!
Be Personable: Remember, this role is all about engaging with customers. Use a friendly tone in your application to reflect the kind of approachable person we’re looking for. Show us you can be that friendly face and voice!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Skipton Building Society
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial products and services. Familiarise yourself with common customer queries and how to address them. This will show that you're not just passionate about helping customers but also knowledgeable about the tools you’ll be using.
✨Practice Active Listening
During the interview, demonstrate your listening skills by engaging with the interviewer. When they ask questions, take a moment to think before responding, and make sure to clarify any points if needed. This reflects the importance of understanding customer needs, which is crucial for a Financial Consultant.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you went above and beyond for a customer. Whether it was resolving an issue or providing tailored advice, these stories will highlight your commitment to exceptional service, which is at the heart of this role.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess how you would handle specific customer situations. Think about how you would engage with a customer during a 'My Review' appointment and be prepared to discuss how you would identify their needs and suggest appropriate solutions.
