Financial Planning Consultant

Skipton Building Society; Aylesbury; Remote; GBP 30,000 - 40,000; Full time

Job summary

A prominent financial services organization based in Aylesbury is seeking a Financial Planning Consultant. This role involves developing relationships with customers, providing high-level service, preparing customers for financial advice meetings, and maintaining compliance standards. Candidates should hold or be close to completing a Diploma in Financial Advice and possess excellent communication and organizational skills. This position offers substantial benefits, including bonuses, annual leave, and private medical insurance.

Benefits

Annual discretionary bonus scheme

25 days standard annual leave + bank holidays

Holiday trading scheme

Matching employer pension contribution

Commitment to training and development

Private Medical insurance

Qualifications

• Experience supporting customers or advisers in a previous role.
• Natural communicator skilled in face-to-face or video interactions.
• Ability to maintain high standards of quality and compliance.

Responsibilities

• Work with branch teams to deliver meetings with new customers.
• Prepare customers for follow-up meetings with Financial Advisers.
• Engage with customers to understand their objectives.

Skills

Communication skills

Customer service

Relationship building

Organizational skills

Flexibility and adaptability

Education

Diploma in Financial Advice (or near completion)

Tools

CRM systems

Job description

Hours:

Permanent full-time 35 hours per week

Closing Date:

Thu, 26 Jun 2025

Job Introduction

As a Financial Planning Consultant, you will develop relationships with our customers, ensuring they receive the highest levels of service and providing a high-quality initial point of contact with a fact-finding meeting.
To succeed, you need experience supporting customers or advisers in a previous role and be fully Diploma qualified (or nearly qualified). You should have some experience of the financial services industry and be able to offer an expert, personalized service for our customers’ financial future.

You will receive quality referrals thanks to the close relationship with branch colleagues and head office in Skipton. Demonstrating a commercial focus that leads to outcomes that are right for our customers, while applying clear risk management and quality controls, is essential.

Who Are We?

Not just another building society. Not just another job.

We're the fourth biggest building society in the UK and are a mutual organization. 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 new ideas on how we can keep customers at the heart of what we do.

Whatever your background and 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 + increasing by 1 day per year of service up to 30 days
• Holiday trading scheme allowing the buy and sell of additional leave days
• Matching employer pension contribution + 2% (up to 10% per annum depending on employee contribution)
• Commitment to training and development
• Private Medical insurance

What Will You Be Doing?

Working with branch teams and financial advice colleagues to deliver initial meetings with new customers, including discussions on pensions, investments, and inheritance tax, aligned with our current proposition.

Your role is to prepare customers for their follow-up meeting with the Financial Adviser, ensuring all relevant information is gathered and entered into our CRM system, facilitating a smooth customer journey.

You will engage with customers during meetings to understand their objectives, financial goals, and motivations for seeking advice.

What Do We Need From You?

You must be a natural communicator with a passion for delivering excellent customer service, experienced in face-to-face or video interactions, and skilled at building relationships with customers and colleagues.

You should thrive in a team environment, sharing best practices and supporting others, while also being self-motivated and capable of working independently.

Maintaining high standards of quality and compliance, with strong organizational skills, is essential in our fast-paced, high-volume environment. Flexibility and adaptability to change, along with the ability to learn new systems and processes quickly, are also required.

Ideally, you are looking to advance your career within financial advice towards a Financial Adviser role, with a Regulated Diploma in Financial Advice (or near completion). Full support and training will be provided.

We are seeking candidates based in or around St Albans, Aylesbury, Chesham, Chalfont, Harrow, or London. Initially, the role will be remote, but when progressing to a Financial Adviser, some face-to-face meetings at branch locations may be required.

If you're seeking an exciting career with professional development opportunities and a company that values its colleagues and customers, a career in financial advice could be for you.