Financial Planning Support Consultant | Skipton, UK

Skipton; Skipton; Hybrid; GBP 25,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen engagierten Mitarbeiter für das Review- und Finanzberatungsteam. In dieser Rolle sind Sie der Schlüssel zur Bereitstellung einer nahtlosen und qualitativ hochwertigen Kundenreise. Sie werden Kunden unterstützen, indem Sie Vertrauen aufbauen und Beziehungen pflegen, während Sie gleichzeitig die Bedürfnisse der Kunden erkunden und die besten Beratungsmöglichkeiten anbieten. Mit flexiblen Arbeitsoptionen und einem unterstützenden Teamumfeld bietet diese Position die Möglichkeit, Ihre Karriere in einem dynamischen und wertschätzenden Umfeld voranzutreiben.

Benefits

Jährliche Bonusregelung

25 Tage Jahresurlaub plus Feiertage

Urlaubsverkaufsprogramm

Arbeitgeberbeitrag zur Rentenversicherung (bis zu 10%)

Kollegen-Mortgage-Programm

Gehaltssacrifices für Hybrid- & Elektroautos

Schulungs- und Entwicklungsmöglichkeiten

Private Krankenversicherung

3 bezahlte Freiwilligentage pro Jahr

Gesundheits- und Wellnessangebote

Qualifications

• Nachgewiesene Erfahrung im Kundenkontakt.
• Gutes Verständnis des Finanzberatungsangebots der Gesellschaft.

Responsibilities

• Erstklassige Kundenerfahrung bieten und Vertrauen aufbauen.
• Kunden auf die Finanzberatung vorbereiten und Meetings koordinieren.

Skills

Kundenorientierung

Organisation

Selbstmotivation

Job description

Hours:
35 hours per week, Monday to Friday, with flexible and hybrid working options. A minimum of 2 days per month to be worked from Head Office.

Salary:
£24,700 Per Annum

Closing Date:
Sun, 11 May 2025

This role is within our Review and Financial Advice Team, serving as a vital link between our Financial Planning Consultants (FPCs) and customers. You will play a key role in delivering a seamless, high-quality customer journey by providing essential support throughout the advice process.

Who Are We?

Not just another building society. Not just another job.

We're the fourth largest building society in the UK and are a mutual organisation, owned by our members rather than shareholders.

Our colleagues say Skipton is a great place to work, and you could be part of our team, bringing new ideas to keep customers at the heart of what we do.

Whatever your background or goals, we'll support you in taking the next step towards a better future.

What's In It For You?

Skipton values work/life balance and supports hybrid and flexible working where possible. Our newly refurbished head office offers a vibrant and collaborative workspace.

Additional benefits include:

• Annual discretionary bonus scheme
• 25 days annual leave plus bank holidays, increasing to 30 days with service
• Holiday trading scheme to buy/sell extra leave
• Matching employer pension contribution (up to 10%)
• Colleague mortgage scheme (conditions apply)
• Salary sacrifice scheme for hybrid & electric cars
• Training and development opportunities
• Private medical insurance
• 3 paid volunteering days per year
• Diverse colleague networks including Carers and Pride Alliance
• Health and wellbeing benefits, including cycle to work and gym discounts

What Will You Be Doing?

On a typical day, you'll engage with customers as part of our Financial Advice Ongoing Service. Your responsibilities include:

• Providing a first-class customer experience, earning trust and building lasting relationships in the absence of their assigned FPC or Adviser.
• Supporting Customer Preparation Meetings, educating customers on our Financial Advice Proposition.
• Coordinating and booking appointments aligned with customer needs and journey stage.
• Ensuring detailed exploration of customer needs to facilitate the most appropriate advice path.
• Supporting the wider Financial Advice distribution team to deepen understanding of our proposition.

What Will You Bring?

• Proven customer-facing experience
• A sound understanding of the Society's Financial Advice Proposition
• A proactive, highly organized, and self-motivated approach
• Confidence in working toward and meeting Service Level Agreements (SLAs)

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