Hybrid Financial Planning Consultant: Path to Adviser

Skipton Building Society; Remote; GBP 35,000; Full time

Job summary

A leading financial services organization based in Guildford is seeking a Financial Planning Consultant. In this role, you will build relationships with clients, ensuring high-quality service during initial consultations. You should have experience supporting customers, be self-motivated, and possess a Diploma in Financial Advice. This position offers a competitive salary of circa £35k, along with various benefits including a bonus scheme and flexible working arrangements.

Benefits

Annual discretionary bonus scheme

25 days annual leave plus bank holidays

Matching employer pension contribution

Colleague mortgage scheme

Salary sacrifice scheme for electric cars

Qualifications

• Experience supporting customers or advisers in a previous role.
• Ability to maintain quality and compliance standards.
• Fluency in systems and processes related to customer advice.

Responsibilities

• Develop relationships with customers through first contact meetings.
• Prepare clients for meetings with Financial Advisers.
• Engage customers to understand their needs and financial goals.

Skills

Natural communicator

Excellent customer service

Self-motivated

Organizational skills

Adaptability to change

Education

Diploma in Financial Advice

Job description

A leading financial services organization based in Guildford is seeking a Financial Planning Consultant. In this role, you will build relationships with clients, ensuring high-quality service during initial consultations. You should have experience supporting customers, be self-motivated, and possess a Diploma in Financial Advice. This position offers a competitive salary of circa £35k, along with various benefits including a bonus scheme and flexible working arrangements.