Financial Consultant

Skipton Building Society; Skipton; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave + bank holidays

Private medical insurance

Pension contributions up to 10%

Employee benefits portal and discounts

Volunteer days

Job summary

Skipton Building Society is recruiting a Financial Consultant in our Skipton and Settle branches. This permanent, full-time role is a 36-hour week aligned to branch opening hours, with a focus on delivering great customer service.

You will run ‘My Review’ appointments to discuss customers’ financial goals, identify suitable products, and work with advisers. The position emphasizes relationship-building, outbound outreach, and accurate record-keeping in internal systems.

Qualifications

• Experience developing relationships with customers in service or sales.
• Experience in Financial Services is beneficial.
• Excellent communication and active listening skills.

Responsibilities

• Conduct ‘My Review’ appointments to discuss customers’ financial goals.
• Proactively identify opportunities and generate new leads.
• Make outbound calls to promote appointments and services.
• Support coaching and development of branch colleagues.
• Maintain accurate customer records in internal systems.
• Provide advice-led conversations and refer to advisers when needed.

Skills

Customer service

Relationship building

Communication

Outbound calling

Tools

Internal systems (CRM)

Job description

Hours

This role is for a permanent full time position working full time 36 hours per week to support branch operating hours.

Hours

This role is for a permanent full time position working full time 36 hours per week to support branch operating hours.

Salary

£30,400 Per Annum

Closing Date

Tue, 14 Jul 2026

Are you passionate about helping others and providing exceptional customer service?

If so, then we have the perfect opportunity for you! We are recruiting for a Financial Consultant within our Skipton & Settle 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. So, 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’ appointments, updating customers on products and services on a non-advised basis while proactively identifying new opportunities. Interactions may be face-to-face, virtual or by telephone.


• Taking a proactive approach to business development, you will actively reach out to both existing and potential customers to build relationships, generate new leads, and invite customers into the branch to explore the benefits of financial advice and membership with the society.


• Confidently engaging with customers over the phone, you will make outbound calls to reconnect with customers, promote financial review appointments, and create opportunities to bring new and existing customers into the society.


• Engaging with customers through ‘My Review’ appointments to understand and identify their needs by asking great questions, listening to their specific circumstances, and tailoring appropriate solutions—always ensuring the right outcome for the customer and the society.


• Acting as an advocate for financial advice within the branch, championing the value of advice-led conversations and supporting colleagues in identifying opportunities to refer customers for advice.


• Supporting the Branch Manager with the coaching, training, and development of colleagues, helping to build confidence and capability across the team in financial conversations and customer engagement.


• Sharing your expertise and knowledge with the wider branch team to help drive performance, customer outcomes, and a strong service culture.


• Using internal systems to ensure customer records are accurately maintained and up to date, with particular care taken to identify and support vulnerable customers appropriately.


• Adhering to and understanding the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and clear 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 challenge 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 asking 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 this role of Financial Consultant is up to £30,400 per annum, plus benefits.

We have a range of other benefits available to you including

• Annual discretionary bonus scheme.


• 25 days standard annual leave + bank holidays and rising 1 day per year of service to a maximum of 30 days after 5 years.


• Holiday trading scheme allowing the ability to buy and sell additional annual leave days.


• Generous employer matched pension contributions – up to 10% per annum.


• We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).


• There are always initiatives to get involved with charities with three paid volunteering days for you to use each year.


• Colleague mortgage and savings accounts (conditions apply), as well as a host of colleague discount schemes.


• A commitment to training and development.


• Private medical insurance for all our colleagues.


• Salary Sacrifice Scheme for hybrid/electric car.