This role sits within our Review and Financial Advice Team, acting as a vital link between our Financial Planning Consultants (FPCs) and our customers. You’ll play a key role in delivering a seamless, high-quality customer journey by providing essential support throughout the advice process.
Who Are We?
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 colleagues 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.
What’s In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.
We have a range of other benefits available to you including;
· Annual discretionary bonus scheme
· 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
· Holiday trading scheme allowing the ability to buy and sell additional annual leave days
· Matching employer pension contribution (up to 10% per annum)
· Colleague mortgage (conditions apply)
· Salary sacrifice scheme for hybrid & electric car
· A commitment to training and development
· Private medical insurance for all our colleagues
· 3 paid volunteering days per annum
· Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups
· We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership
What Will You Be Doing?
On a typical day, you’ll be engaging with customers as part of our Financial Advice Ongoing Service. You’ll:
Provide a first-class customer experience, earning trust and building lasting relationships in the absence of their assigned FPC or Adviser.
Support Customer Preparation Meetings, educating both new and existing customers on our Financial Advice Proposition.
Coordinate and book appointments that best match the customer’s financial needs and journey stage.
Ensure that every conversation explores customer needs in detail to arrange the most appropriate and efficient advice path.
Support the wider Financial Advice distribution team, helping colleagues deepen their understanding of our proposition.
What Will You Bring?
Proven customer-facing experience
A sound understanding of the Society’s Financial Advice Proposition
A proactive, highly organised, and self-motivated approach
Confidence working toward and meeting Service Level Agreements (SLAs)
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What We Do
Not just another building society. Not just another job. Imagine how good it would feel to help someone choose the mortgage they’ll use to buy their first home. Or the account they’ll use to save for it. We’ve been helping people make big financial decisions since 1853. It’s why over a million customers trust us as a good place for their money, and why our colleagues say we’re a good place to work. The Bailey (our head office) The Bailey is the vibrant hub where you’ll find all our central functions. We’re always looking for new talent because we love hearing new ideas. You can choose from a variety of roles that range from marketing and IT, through to audit, risk, products, digital and more – or maybe you’ll join our lively contact centre team. We’re based in Skipton, just a short train ride from Bradford and Leeds, we’re a stone’s throw from the A65 and have some cracking views of the Yorkshire Dales. Our network of UK branches Our branch colleagues are the face of Skipton Building Society. They’re relationship-builders, team workers, great talkers and they’re brilliant at listening too. Everything they do is designed to help customers make the best financial decisions, whether that’s choosing the right kind of savings account or having a full financial review. The Skipton culture Happy colleagues mean happy customers. So, when we recruit, we don’t just think about what’s in it for us, we think about what’s in it for you. It’s one of the reasons we’ve been recognised as one of The Times Best Companies to Work for the last 6 years. Mind, body and spirit With our colleagues’ support, we’ve created a culture that promotes diversity and inclusion. We understand the rich diversity in our Society, and how harnessing that diversity through effective inclusive practice has profound benefits for individuals, teams and the Society it self. This includes a progressive approach to personal well-being.
