Remote Financial Planning Consultant – First Meetings

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

Job summary

A leading UK building society seeks a Financial Planning Consultant to deliver high-quality customer service and manage initial meetings. You will engage with customers, gather essential information, and support branch teams within a collaborative environment. The ideal candidate should have strong communication skills, be diploma qualified in financial services, and possess a self-motivated attitude. This role offers competitive compensation and the potential for hybrid working.

Benefits

Annual discretionary bonus scheme

25 days standard annual leave plus bank holidays

Matching employer pension contribution (up to 10%)

Salary sacrifice scheme for hybrid & electric car

Holiday trading scheme

Qualifications

• Experience supporting customers or advisers in a previous role.
• Ability to engage with customers to understand financial objectives.
• Capacity to work independently in fast-paced environments.

Responsibilities

• Prepare and manage customer information for meetings with advisers.
• Ensure smooth customer journeys by providing advisers with relevant information.
• Support branch teams and financial advisers in delivering customer meetings.

Skills

Excellent communication skills

Strong commercial focus

Self-motivated

Education

Regulated Diploma in Financial Advice

Fully Diploma qualified in financial services

Job description

A leading UK building society seeks a Financial Planning Consultant to deliver high-quality customer service and manage initial meetings. You will engage with customers, gather essential information, and support branch teams within a collaborative environment. The ideal candidate should have strong communication skills, be diploma qualified in financial services, and possess a self-motivated attitude. This role offers competitive compensation and the potential for hybrid working.