36 flexible hours per week, to support branch operating hours


£29,500 Per Annum

Closing Date:

Wed, 8 Feb 2023

Not just another building society. Not just another job.

We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders, we're owned by our members.

Our colleague say Skipton's a great place to work and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.

Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.

Job Description:

Do you have experience in working in a customer focused environment? Do you have a passion to make customers financial goals become a reality?

Then we are looking for you!

You have the opportunity to join something special. We are looking for someone to join our team and become one of the faces of Skipton Building Society in your area.   

As a Financial Consultant, you will engage with our customers through our ‘My Review’ appointments which is a great opportunity to understand and discuss our customers financial goals in a friendly conversation. By really listening to and getting to know our customers you will help them to review their circumstances and proactively identify the most appropriate products to suit their needs, all the while providing a straightforward, helpful service that lets your enthusiasm shine through.

You will be working closely with the Financial Advisers in branch, keeping in touch with existing financial advice customers to keep them up to date on a non-advised basis whilst seeking new opportunities. As well as outbound calling non-Financial Advice customers with a view to understand if they would benefit from an appointment with a Financial Adviser. You will also be sharing your expertise with the rest of the branch team.

In our friendly working environment, you will play an important part in making the most of every conversation with every customer, face-to-face or over the phone. So, whether you are promoting a new product or resolving a problem, you will always place our customers’ needs at the heart of everything you do and provide a first-class service every time.

In return we will provide you with expert training, development conversations and opportunities to grow and progress your career with us.

What we can offer you:

  • Discretionary annual bonus

  • Matching pension scheme plus 2%

  • Generous holiday entitlement, as well trading schemes

  • Rail season ticket scheme – up to 12 weeks of free travel

  • Access to the Lifeworks app with special offers and discounts on everyday activities

More information can be found in the ‘Why Work For Us’ section below

What You Will Bring

It is safe to say no two days are the same. Our colleagues come from all walks of life and so do our customers. You will need to be adaptable and empathetic, be able to think on your feet and build great rapport.

We are looking for people who:

  • Are experienced in developing relationships with customers and providing exceptional service.

  • Challenging yourself to go the extra mile for your colleagues and our customers, to help us grow and achieve our business objectives.

  • Have excellent telephony and face to face conversation skills.

  • Enjoy listening and asking appropriate questions, engaging in purposeful conversation.

  • Lead by example and show pride in what you do.

  • Have experience of inspiring and motivating a team to drive performance.

We care about our colleagues. So we treat each other like the complex and diverse individuals we are.

Work here is never one-size-fits-all, it flexes around your strengths and needs,

Everyone is held accountable for achieving our common purpose. The aim is for all of us to do better work, have a better life and enjoy a better balance between the two.

Salary: £29500 plus benefits
Job ID:VP2669DE9E

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