Financial Planning Consultant

Solihull, B91 3SR

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£19,500 per annum rising to £24,000

Depending on skills & Experience

30th May 2018

Apply on or before this date

Full Time

36 hours between the hours of Monday – Friday 8.30am – 5pm and Saturday 9am-2pm



Job Introduction

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

Main Responsibilities

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.

Ideal Candidate

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

About the Society

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.

We’re committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. This includes consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know.

Package Description

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:

  • Group Personal Pension Plan
  • Life Cover
  • 25 days’ holiday, plus one day for each year you’re with us, up to a maximum of 30 days (pro rata when working on a reduced hours basis)
  • SBS offer a range of preferential employee savings & insurance products
  • Paid course fees to study for a professional qualification (where relevant to the role)
  • Childcare vouchers
  • An opportunity to join Simply Health Cash Plan – offering twenty annual benefits including dental care, optical care and physiotherapy
  • Option to donate to charity direct through Payroll Giving
  • Online employee benefits scheme offering discounts with hundreds of high street and online retailers
  • Eye Tests

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