Financial Planning Consultant - Trainee Adviser

Skipton Building Society; West Midlands; Hybrid; GBP 35,000; Full time

Job summary

A major financial institution in the UK is seeking a Financial Planning Consultant to develop customer relationships and provide high-quality service. The ideal candidate will possess a Regulated Diploma in Financial Advice or be part-qualified, with experience in financial services and excellent communication skills. The role offers a salary of approximately £35k and potential for professional development. Initially remote, it may require some face-to-face meetings within local branches in the future.

Benefits

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Holiday trading scheme

Matching employer pension contribution

Colleague mortgage

Salary sacrifice scheme for hybrid & electric car

Qualifications

• Previous experience supporting customers in financial services.
• Experience communicating face to face and via video link.
• Self-motivated and capable of managing high volume tasks.

Responsibilities

• Develop relationships with customers to ensure high service levels.
• Prepare customers for follow-on meetings with Financial Advisers.
• Gather and enter relevant information into the system.

Skills

Excellent customer service

Natural communicator

Ability to work independently

Organizational skills

Adaptability to change

Education

Regulated Diploma in Financial Advice

Job description

Hours:

Permanent 35 hours per week

Closing Date:

Wed, 10 Dec 2025

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 part 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?

Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including:

• 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 (up to 10% per annum)
• Colleague mortgage (conditions apply)
• Salary sacrifice scheme for hybrid & electric car

What Will You Be Doing?

Working with branch teams, Head office 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 Focus 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 part completed). Full support and training will be given.

We are looking for someone to be located in or around Coventry

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 our branches.

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.

Salary Circa £35k dependent on experience and qualifications