Financial Planning Consul...
Skipton Building Society, Belah, Carlisle
- Full time
- Permanent
Apply on company site
Financial Planning Consultant - Trainee Financial Adviser
Salary not available. View on company website.
Skipton Building Society, Belah, Carlisle
- Remote working
- Full time
- Permanent
Posted 1 day ago, 29 Mar
Job ref: 015b9970baa54e7fba21a65a1cd98f2c
Full Job Description
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?
· 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 + 2%. (up to 10% per annum dependent, on employee selection)
· A commitment to training and development
· Private Medical
What Will You Be Doing?
Working with branch teams and financial advice colleagues to partially deliver first meetings with new customers; including conversations on pensions, investments and inheritance tax and our current proposition.
It will be your role to prepare the customers for their follow on first meeting with the Financial Adviser, ensuring all information is gathered and entered onto our customer relationship management system that is pertinent to the advice and provide the adviser with all the soft facts to enable a smooth customer journey.
You will utilise your skills within the customer meeting to engage with the customer and help them understand their objectives and goals for their money and motivations for taking financial advice.
You must be a natural communicator with a passion for delivering excellent customer service, experience of speaking with customers face to face or via video link or building relationships with customers/colleagues.
You must thrive on being a part of a successful team, sharing best practice and being supportive to others. You must also be self motivated and capable of working on your own.
The ability to maintain strict quality and compliance standards and organisation skills are a must as you will be expected to work in a high volume fast paced environment.
Be flexible and adaptable to change. Ability to pick up new systems, processes and technology with ease.
Ideally looking to further your career within financial advice towards a Financial Adviser role, already having achieved the Regulated Diploma in Financial Advice (or near completion). Full support and training will be given.
We are looking for someone to be located in or around Kendal/Lancaster/Carlisle/Penrith. Initially the role will be working from home, however ultimately when you have progressed to a Financial Adviser role we would require someone to have the ability and flexibility to cover some face to face meetings within some of these branch locations.
If you are looking for an exciting career that offers professional development and truly values its colleagues and customers, a career in financial advice could be for you.
Proud member of the Disability Confident employer scheme
Disability Confident
About 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 .
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