Financial Planning Consultant

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

Job summary

Une organisation de mutualisation, classée quatrième au Royaume-Uni, recherche un consultant en planification financière. Le candidat idéal sera responsable du développement de relations avec les clients, fournissant un excellent service pour leurs besoins financiers. Ce rôle offre des opportunités de formation et de développement vers un rôle de conseiller financier, avec un environnement de travail stimulant et en constante évolution.

Benefits

Bonus discrétionnaire annuel

25 jours de congé standard + jours fériés

Formation et développement

Assurance médicale privée

Contribution de l'employeur au régime de retraite

Qualifications

• Expérience dans les services financiers souhaitée.
• Diplôme en conseil financier ou près de l'achèvement.
• Capacité à travailler de manière indépendante et en équipe.

Responsibilities

• Développer des relations avec les clients et fournir un point de contact initial.
• Préparer les informations nécessaires pour les réunions avec le conseiller financier.
• Maintenir des normes de qualité et de conformité strictes.

Skills

Communication

Service client

Organisation

Adaptabilité

Autonomie

Education

Diplôme en conseils financiers

Job description

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 providing a high-quality initial point of contact with a fact-finding meeting.
To succeed, you’ll need experience supporting customers or advisers in a previous role and be fully Diploma qualified (or nearly qualified). You will have some experience in the financial services industry and will ensure you can offer an expert, personalized service for our customers’ financial needs.

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 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 1 day per year of service up 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 depending 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 deliver initial meetings with new customers, including discussions on pensions, investments, and inheritance tax, aligned with our current proposition.

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

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

What Do We Need From You?

You must be a natural communicator with a passion for delivering excellent customer service, with experience speaking with customers face-to-face or via video link, and building relationships with customers and colleagues.

You should thrive in a team environment, sharing best practices and supporting others. Self-motivation and the ability to work independently are essential.

Maintaining strict quality and compliance standards, organization skills, and adaptability to change are crucial, as you will work in a high-volume, fast-paced environment.
The ability to learn new systems, processes, and technologies quickly is also important.

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

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

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