Kingston, KT1 1NN
£26,700 per annum rising to £31,200
Depending on skills & Experience
30th May 2018
Apply on or before this date
36 hours between the hours of Monday – Friday 8.30am – 5pm and Saturday 9am-2pm
Our new Financial Planning Consultant role will bridge the gap between our branch based Financial Advisers and the customer, providing crucial support resulting in a seamless customer journey. 97% of our financial advice customers would recommend us to family and friends* and we’re aiming to make our service even better with the introduction of this exciting role.
On a typical day you’ll be taking customers though our branch Review journey, talking to them about their financial needs and looking for opportunities to refer them to the Financial Adviser. The best interests of the customers should always come first, and your knack for balancing meaningful relationships with the commercial requirements of the business will be key.
Every conversation you have with a customer will be an exploration of the customer’s situation and needs. You’ll dig deep into the ‘who, what, where, when and why’, capturing the relevant information the Financial Adviser needs to prepare for their appointment. You’ll be the ‘go to’ colleague in the branch for customer enquiries and be a key point of contact for financial advice customers. As a key part of the branch team, you’ll support your colleagues in the day to day running of the branch and support in developing their knowledge in particular around our Financial Advice proposition.
We’d love to have 100% of our customers recommend our service, and we’ll be relying on your brilliant people skills and ability to manage a demanding caseload to help us get as close as we can.
You don’t need a background in financial services, but you do need to be an experienced customer-facing practitioner. You’ll be ultra-organised with a genuine interest in people, an eye for an opportunity and meticulous attention to detail.
This isn’t just the chance to take ownership of a brand new role – it’s a brilliant development opportunity, too. As part of the package you’ll study towards your R01/R02 financial services qualification and learn something new every day. It will be a demanding schedule, but you’ll love it if you’re one of those people who really thrives on challenge.
When you become a Skipton colleague you’ll be welcomed in and supported throughout your career by people who are keen to see you do well. The sky’s the limit for proactive individuals prepared to take ownership of their own development.
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.
We’re committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues’ unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know.
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:
Skipton are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.