Financial Planning Consultant & Trainee Adviser — Hybrid

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

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.