Are you looking for innovative ways to keep customers at the heart of what we do? Whatever your background and goals, we will support you in taking the next step towards a better future.

What's In It For You?

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays + increase by 1 day per year of service up to 30 days
• Holiday trading scheme to buy and sell additional leave days
• Matching employer pension contribution + 2% (up to 10% per annum depending on employee choice)
• Commitment to training and development
• Private Medical Insurance

What Will You Be Doing?

You will collaborate with branch teams and financial advice colleagues to conduct initial meetings with new customers, discussing pensions, investments, inheritance tax, and our current propositions. Your role involves preparing customers for their follow-up meeting with the Financial Adviser by gathering relevant information and entering it into our customer relationship management system, ensuring a smooth customer journey. During customer meetings, you will engage with clients to understand their objectives, goals, and motivations for financial advice.

What Do We Need From You?

• Excellent communication skills with a passion for delivering outstanding customer service, whether face-to-face or via video link
• Ability to build strong relationships with customers and colleagues
• Self-motivated and capable of working independently within a team environment
• Strong organizational skills and adherence to quality and compliance standards in a fast-paced, high-volume setting
• Flexibility and adaptability to change, with ease in learning new systems and processes
• Ideally, pursuing a career in financial advice, with a Regulated Diploma in Financial Advice (or nearing completion). Full support and training will be provided.

This role is based in or around St Albans, Aylesbury, Chesham, Chalfont, Harrow, or London. Initially, the role will be remote, with the possibility of face-to-face meetings at branch locations as you progress to a Financial Adviser role.

Additional Details

Hours: Permanent full-time, 35 hours per week

Closing Date: Thu, 14 Aug 2025

Job Introduction

As a Financial Planning Consultant, you will develop relationships with our customers, ensuring they receive excellent service and a high-quality initial consultation. You should have experience supporting customers or advisers and be fully or nearly qualified with a Diploma in Financial Advice. Your experience in financial services will enable you to provide personalized, expert service, leading to positive outcomes for our customers.

Who Are We?

We are not just another building society or a typical employer. As the fourth largest building society in the UK and a mutual organization owned by our members, we pride ourselves on being different. Our colleagues say Skipton is a great place to work, and you could be part of our team, contributing to our success and values.