Financial Planning Support Consultant
| Posting date: | 01 May 2025 |
|---|---|
| Salary: | £24,700 per year |
| Additional salary information: | Competitive |
| Hours: | Full time |
| Closing date: | 30 May 2025 |
| Location: | Skipton, BD23 1DN |
| Company: | Skipton Building Society |
| Job type: | Permanent |
| Job reference: | jr3076 |
Summary
Hours:
35 hours per week, Monday to Friday, flexible and hybrid working can be considered, with a minimum of 2 days per month to be worked from Head Office.Salary:
£24,700 Per AnnumClosing Date:
Sun, 11 May 2025This role sits within our Review and Financial Advice Team, acting as a vital link between our Financial Planning Consultants (FPCs) and our customers. You’ll 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 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 a better future.
What’s In It For You?
Skipton values work/life balance and we are proud to support hybrid andflexible 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?
On a typical day, you’ll be engaging with customers as part of our Financial Advice Ongoing Service. You’ll:
Provide a first-class customer experience, earning trust and building lasting relationships in the absence of their assigned FPC or Adviser.
Support Customer Preparation Meetings, educating both new and existing customers on our Financial Advice Proposition.
Coordinate and book appointments that best match the customer’s financial needs and journey stage.
Ensure that every conversation explores customer needs in detail to arrange the most appropriate and efficient advice path.
Support the wider Financial Advice distribution team, helping colleagues deepen their 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 organised, and self-motivated approach
Confidence working toward and meeting Service Level Agreements (SLAs)
Proud member of the Disability Confident employer scheme