Skipton, The Bailey, BD23 1AP
Depending on skills & Experience
19th Jan 2018
Apply on or before this date
Fixed Term - Full Time
35 hours per week Mon - Fri 9am - 5pm
An exciting opportunity has arisen within the Business Standards Quality Contact Team, to contribute to the completion of Client Contact. The Business Standards Unit is responsible for ensuring the accuracy, quality and suitability of the advice provided to clients from over 110 Financial Planning Managers.
The role involves contacting clients to ensure they are happy with the service received, to validate the information within the OSR and the client’s understanding of the service, associated charges etc and answer any queries they may have following advice.
To contact clients after receiving Financial Advice to ensure FCA & SFA Regulations have been adhered to and the client’s objectives have been met.
Prepare reports for Distribution any cases that require further follow up to ensure a positive customer outcome
To undertake training where required and develop and maintain and appropriate level of job specific knowledge
Ensure CPD record is up to date and accurate, read and understand internal guidance and completion notes issued.
The successful candidate will ideally have the following competencies:
- Excellent communication skills, particularly on the telephone
- Experience within a customer focused environment
- Highly numerate, following training within the role you will be required to employ skills to verify complex calculations and rationale for advice
- Attention to detail
- Competent in the use of computer and Information Technology
- Effective administrative and organisational Skills
Although not compulsory, the successful candidate will be supported & encouraged to study towards the Diploma in Financial Planning.
This would be an excellent grounding for someone hoping to pursue a career within financial services as the successful candidate will receive training to help ensure they can analyse financial advice and will be working in an environment which will ensure a good understanding of advice issues is achieved.
At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do.
The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers
In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following: