Financial Planning Consultant - Trainee Financial Adviser | Lincoln, UK

Skipton; Lincoln; Hybrid; GBP 32,000; Full time

Job summary

A leading financial services company is seeking a Financial Planning Consultant to build client relationships and provide expert financial advice. This full-time role offers a competitive salary, professional development opportunities, and a supportive work environment. Ideal candidates will have a passion for customer service and be working towards a Diploma in Financial Advice.

Benefits

Annual discretionary bonus

25 days annual leave + bank holidays

Matching pension contributions (up to 10%)

Private medical insurance

Paid volunteering days

Training and development programs

Qualifications

• Experience supporting customers or advisers in a previous role.
• Looking to advance towards a Financial Adviser role.
• Strong organizational skills with adherence to compliance standards.

Responsibilities

• Conduct initial meetings with new clients discussing financial matters.
• Prepare clients for follow-up meetings with Financial Advisers.
• Engage clients to understand their financial objectives.

Skills

Communication

Customer Service

Organizational Skills

Teamwork

Adaptability

Education

Diploma in Financial Advice

Job description

Financial Planning Consultant - Trainee Financial Adviser

Hours: Permanent, Full Time, 35 hours

Salary: £31,270 Per Annum

Closing Date: Mon, 2 Jun 2025

Role Overview

As a Financial Planning Consultant, you'll develop relationships with our customers, ensuring they receive excellent service and providing them with a high-quality initial point of contact through fact-finding meetings. To succeed, you'll need experience supporting customers or 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 capable of offering personalized, expert advice for our customers' financial futures.

What You Will Receive

Benefit from quality referrals thanks to close collaboration with branch colleagues and Head Office in Skipton. You will demonstrate a commercial focus that prioritizes customer outcomes while applying effective risk management and quality controls.

About Us

Skipton is the UK's fourth-largest building society, owned by its members rather than shareholders. We pride ourselves on being a mutual organization and a great place to work, welcoming new ideas to keep customers at the heart of everything we do. Whatever your background or goals, we will support your career development.

Benefits

We support work/life balance with flexible and hybrid working options. Our benefits include:

• Annual discretionary bonus
• 25 days annual leave + bank holidays + annual leave accrual
• Holiday trading scheme
• Matching pension contributions (up to 10%)
• Colleague mortgage scheme (conditions apply)
• Salary sacrifice for hybrid & electric cars
• Training and development programs
• Private medical insurance
• Paid volunteering days
• Inclusive colleague networks (e.g., Carers, Pride)
• Health and wellbeing initiatives

Key Responsibilities

Collaborate with branch and advice teams to conduct initial meetings with new clients, discussing pensions, investments, and inheritance tax. Prepare clients for follow-up meetings with Financial Advisers by gathering and entering relevant information into our CRM system, ensuring a smooth customer journey. Engage clients during meetings to understand their financial objectives and motivations.

Candidate Requirements

• Excellent communication skills with a passion for customer service, experienced in face-to-face or virtual interactions.
• Team-oriented, supportive, self-motivated, and able to work independently.
• Strong organizational skills with adherence to compliance and quality standards in a fast-paced environment.
• Flexible and adaptable to change, quick to learn new systems and processes.
• Looking to advance towards a Financial Adviser role, with a Regulated Diploma in Financial Advice (or near completion). Full support and training provided.
• Located in or near Lincoln, Newark, or Nottingham; initially remote, with eventual face-to-face meetings required at branch locations.

If you're seeking a career with professional growth and a company that values its colleagues and customers, consider a future in financial advice.