Financial Planning Consultant & Trainee Adviser – Hybrid

Skipton Building Society; United Kingdom; Hybrid; GBP 35,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Financial Planning Consultant to develop relationships with customers and provide exceptional service. You will work closely with branch and financial advice teams, preparing customers for meetings and guiding them on their financial journeys. The ideal candidate should possess strong communication skills, a Diploma in Financial Advice, and a passion for excellent customer service. This role offers a salary of approximately £35k, flexible working arrangements, and various benefits.

Benefits

Annual discretionary bonus scheme

25 days standard annual leave + bank holidays

Matching employer pension contribution (up to 10%)

Colleague mortgage scheme

Salary sacrifice scheme for hybrid & electric car

Qualifications

• Experience supporting customers in a previous role.
• Ability to maintain strict quality and compliance standards.
• Experience in financial services industry.

Responsibilities

• Develop relationships with customers for high-quality service.
• Prepare customers for first meetings with Financial Advisers.
• Engage with customers to understand their financial goals.

Skills

Customer service

Communication skills

Ability to work independently

Organizational skills

Adaptability to change

Education

Diploma in Financial Advice

Job description

A leading financial services provider in the UK is seeking a Financial Planning Consultant to develop relationships with customers and provide exceptional service. You will work closely with branch and financial advice teams, preparing customers for meetings and guiding them on their financial journeys. The ideal candidate should possess strong communication skills, a Diploma in Financial Advice, and a passion for excellent customer service. This role offers a salary of approximately £35k, flexible working arrangements, and various benefits.