Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage with customers to provide tailored financial advice and prepare them for meetings with Financial Advisers.
- Company: Join Skipton, the UK's fourth largest building society, 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 financial advice.
- Qualifications: Must be Diploma qualified or nearly qualified, with customer service experience and strong communication skills.
- Other info: Initially remote work, with future opportunities for face-to-face meetings in local branches.
The predicted salary is between 28800 - 43200 £ per year.
Locations: St Albans, England; Aylesbury, England; Chesham, England; Harrow, England; Little Chalfont, England
Time Type: Full time
Posted on: Posted Yesterday
Job Requisition ID: JR3252
Hours: Permanent full time, 35 hours per week
Closing Date: Thu, 19 Jun 2025
Job Introduction: 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.
Who Are We? Not just another building society. Not just another job. We’re the fourth biggest building society in the UK and what makes us a bit different is that we’re a mutual organisation. We don’t have shareholders, we’re owned by our members. Our colleagues say Skipton’s a great place to work and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do. Whatever your background, and whatever your goals, we’ll help you take the next step towards a better future.
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 International Ltd
Contact Detail:
Skipton International Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on pensions, investments, and inheritance tax. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with current Financial Planning Consultants or professionals in the financial advice sector. Engaging in conversations can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Showcase your communication skills by preparing for potential role-play scenarios during interviews. Being able to effectively engage with customers is crucial, so practice articulating how you would handle various customer interactions.
✨Tip Number 4
Demonstrate your adaptability and willingness to learn new systems and processes. Highlight any previous experiences where you successfully adapted to change, as this is a key requirement for the role.
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.
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 change or learned new systems quickly. This aligns with the company's need for flexibility and the ability to thrive in a fast-paced environment.
How to prepare for a job interview at Skipton International Ltd
✨Showcase Your Customer Service Skills
As a Financial Planning Consultant, your ability to connect with customers is crucial. Prepare examples of how you've successfully built relationships and provided excellent service in previous roles. This will demonstrate your suitability for the position.
✨Understand the Financial Services Landscape
Familiarise yourself with current trends and challenges in the financial services industry. Being knowledgeable about pensions, investments, and inheritance tax will help you engage in meaningful discussions during the interview.
✨Demonstrate Your Communication Skills
Since the role requires face-to-face and video link interactions, practice articulating your thoughts clearly and confidently. Consider conducting mock interviews with friends or family to refine your delivery and ensure you come across as a natural communicator.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle customer interactions. Think of specific scenarios where you had to adapt to change or manage a high volume of work, and be ready to discuss these experiences in detail.
