Financial Planning Consultant

Skipton Building Society; Little Chalfont; Remote; GBP 30,000 - 45,000; Full time

Job summary

Join Skipton Building Society as a Financial Planning Consultant, where you'll foster customer relationships and help provide tailored financial advice. With a focus on delivering exemplary service, you'll prepare clients for follow-up meetings with Financial Advisers while benefiting from a supportive work environment and opportunities for professional growth.

Benefits

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Holiday trading scheme

Matching employer pension contributions

Commitment to training and development

Private Medical insurance

Qualifications

• Experience in financial services industry.
• Passion for delivering excellent customer service.
• Ability to build relationships and work independently.

Responsibilities

• Develop relationships with customers to provide quality service.
• Prepare customers for meetings with Financial Advisers.
• Gather and enter relevant information into CRM system.

Skills

Customer Service

Communication

Relationship Building

Organizational Skills

Education

Regulated Diploma in Financial Advice

Job description

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Financial Planning Consultant, Little Chalfont

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Client:

Skipton Building Society

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

4e7157695aed

Job Views:

7

Posted:

22.06.2025

Expiry Date:

06.08.2025

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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 contact with a fact-finding meeting.
To succeed, you’ll need experience supporting customers/advisers in a previous role and be fully Diploma qualified (or nearly qualified). You should have some experience in 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 close relationships 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 while 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 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 annual leave + bank holidays + 1 day per year of service, up to 30 days

· Holiday trading scheme to buy/sell additional leave

· Matching employer pension contributions + 2% (up to 10% per annum)

· 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, discussing pensions, investments, inheritance tax, and our current offerings.

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

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

What Do We Need From You?

You must be a natural communicator passionate about delivering excellent customer service, experienced in face-to-face or video interactions, and skilled at building relationships.

You should thrive in a team, support colleagues, and be self-motivated to work independently.

Maintaining high standards of quality and compliance, organizational skills, and adaptability to change are essential, along with the ability to quickly learn new systems and processes.

Ideally, you are looking to advance your career in financial advice, holding or nearing completion of the Regulated Diploma in Financial Advice. Full support and training will be provided.

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

If you seek an exciting career with professional growth and a company that values its colleagues and customers, a career in financial advice could be right for you.