Financial Planning Consultant

Skipton Building Society; Chesham; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading mutual building society is seeking a Financial Planning Consultant to foster customer relationships and provide high-quality advisory services. The role involves preparing clients for financial advice meetings and requires a Diploma in Financial Advice alongside strong communication skills. This position offers professional development opportunities and an initial work-from-home arrangement, transitioning to face-to-face interactions as necessary.

Benefits

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Holiday trading scheme

Matching employer pension contribution

Commitment to training and development

Qualifications

• Experience in financial services and customer engagement.
• Ability to maintain strict quality and compliance standards.
• Flexible and adaptable to new systems and processes.

Responsibilities

• Develop relationships with customers and deliver excellent service.
• Prepare customers for meetings with Financial Advisers.
• Gather and enter pertinent information into the CRM system.

Skills

Communication

Customer Service

Organisational Skills

Self-motivated

Education

Diploma in Financial Advice

Job description

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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

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.