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Onboarding Consultant

Job details
Posting date: 15 April 2025
Salary: £23,000 per year
Additional salary information: Competitive
Hours: Full time
Closing date: 14 May 2025
Location: Skipton, BD23 1DN
Company: Skipton Building Society
Job type: Contract
Job reference: jr3042

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Summary

Hours:

35 hours per week, Monday to Friday, on a 12 month fixed term contract.

This role requires full time Head Office working for a minimum period of 6 months whilst training.

Salary:

£23,000 Per Annum

Closing Date:

Sun, 27 Apr 2025

At Skipton Building Society, we recognise that investing isn’t straightforward – especially with it being a riskier alternative to savings accounts. This is why we’re here to guide our customers in the right direction and in order to do so we need the right individuals to be able to support them. We are currently looking for a motivated individual to join a vibrant and energetic Onboarding Team.

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 abetter future.

What’s In It For You?

Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including;

• 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

• A commitment to training and development

• Private medical insurance for all our colleagues

• 3 paid volunteering days per annum

• Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups

• We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership

What Will You Be Doing?

  • Working as part of the Onboarding Team you will provide a high standard of service, dealing with the on-boarding and post-sale administration of customer and Financial Adviser requests

  • Your main responsibility within this team is to ensure all applications and transactions on behalf of our customers are completed in a timely and efficient manner

  • Supporting otherareas of the business through phone availability, responding to necessary inbound and outbound queries

  • Working on a rota based system to manage department mailboxes, taking ownership of all queries received to provide a timely and appropriate response

  • Proactively managing existing diary, tracking all contact to providers/ advisers to chase outstanding documents or requests

  • As part of this process you will need to follow procedures, input data on internal and 3rd party systems, quality check data, liaise with colleagues from across the business and ensure any issues that arise are resolved

What Do We Need From You?

We are looking for individuals who are:

  • Highly organised

  • Excellent written and verbal communication, with the ability to communicate complex information with simplicity and clarity

  • Able to use initiative to manage workloads, adapt and ensure all deadlines and SLA’s are adhered to

  • Willingness to learn and have the ability to interact with colleagues from across the business and/or third -party businesses

  • Experience in Financial Services is not essential as we offer full training although any you do have could be an advantage

Proud member of the Disability Confident employer scheme

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 Disability Confident.

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