Trainee Financial Adviser

A Financial Planning Consultant at Skipton Building Society supports customers in planning their financial future by building strong relationships and delivering exceptional service. Acting as the trusted initial point of contact, the role involves leading fact-finding meetings, preparing customers for subsequent Financial Adviser consultations, and maintaining robust risk management standards. The position requires collaborating with branch colleagues to manage a quality referral pipeline and navigate key areas such as pensions, investments, and inheritance tax.