Financial Consultant

At SkiptonBuilding Society, we’re not just another financial services institution. We’rea mutual organisation, which means we’re owned by our members and place them atthe heart of all we do. A key part of this involves ensuring that all ourmembers have access to financial advice when they need it, and as such we’relooking for a Financial Consultant who can provide information to customers onour full range of financial products and services

Main Responsibilities

As a FinancialConsultant, the successful candidate will build lasting relationships withcustomers and understand their needs, identifying opportunities where customerswould benefit from finding out more about our financial products and servicesso that they can make an informed decision about their finances.

Working closely with the Financial Advisers in branch, you will be keeping intouch with existing financial advice customers to keep them up to date, as wellas outbound calling non-Financial Advice customers with a view to understand ifthey would benefit from an appointment with a Financial Adviser. You’ll also besharing your expertise with the rest of the branch team

Ideal Candidate

Experience ofdeveloping relationships with customers and providing exceptional service Enjoys listening and asks appropriate questions to build great relationships Leads by example and shows pride in what they do Has experience of inspiring and motivating a team to driveperformance

About Skipton Building Society

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.

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.

Why Work For Us

We’re committed to payingour people fairly for the role they undertake and provide a wide range ofbenefits to support our colleagues’ finances and wellbeing, including ourEmployee Assistance programme, the opportunity to buy extra holidays andshopping discount vouchers You’ll be able to shape your career within your team and can expect astructured learning and development programme where you’ll be valued recognisedand rewarded.

More information on our benefits can be found here

Skipton are an equalopportunities employer and we welcome applications from all suitably skilled orqualified applicants, regardless of their race, sex, disability,religion/beliefs, sexual orientation or age