Overview

Position Title:Financial Consultant

Company:Skipton Building Society

Location:Earby, UK

Job Description:

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

Responsibilities:

  • As a Financial Consultant, the successful candidate will build lasting relationships with customers and understand their needs, identifying opportunities where customers would benefit from finding out more about our financial products and services so that they can make an informed decision about their finances.
  • Working closely with the Financial Advisors in branch, you will be keeping in touch with existing financial advice customers to keep them up to date, as well as outbound calling non-Financial Advice customers with a view to understand if they would benefit from an appointment with a Financial Advisor. You’ll also be sharing your expertise with the rest of the branch team

Requirements:

  • Experience of developing 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 drive performance

About Skipton Building Society

At Skipton, we're here for you. We like to take the time to learn what's going on in your world and with no shareholders to answer to, our time, energy and expertise goes into looking after our customers and our colleagues. If you're ready to start your Skipton journey just search for a vacancy here.