Financial Planning Consultant - Trainee Financial Adviser

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

Job summary

A leading building society in the United Kingdom seeks a Financial Planning Consultant to develop relationships with customers and deliver outstanding service. You will prepare customers for their financial advice meetings, demonstrating strong communication skills and a passion for excellent customer service. This role offers professional development opportunities and may involve remote work initially, with flexibility for face-to-face meetings once promoted.

Benefits

Annual discretionary bonus scheme

25 days annual leave plus bank holidays

Pension contributions up to 10%

Colleague mortgage options

Salary sacrifice scheme for hybrid & electric cars

Qualifications

• Experience supporting customers/advisers in a previous role.
• Fully Diploma qualified or nearly qualified in financial advice.
• Natural communicator with passion for customer service.

Responsibilities

• Deliver first meetings with new customers, discussing pensions and investments.
• Prepare customers for follow-on meetings with Financial Advisers.
• Utilize communication skills to understand customer objectives.

Skills

Customer communication

Relationship building

Financial advice knowledge

Risk management

Education

Diploma in Financial Advice

Job description

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., 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 (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 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.

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 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 Surrey/Berkshire. 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.

Disability Confident

A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to .