Skipton Building Society

Financial Planning and Analysis

• Working closely with branch teams and Financial Advisers to support the delivery of first meetings with new customers
• Leading discussions around key areas such as pensions, investments and inheritance tax, introducing our proposition in a clear and engaging way
• Preparing customers ahead of their first meeting with a Financial Adviser, ensuring they feel confident and well informed
• Gathering and accurately recording all relevant information on our customer relationship management (CRM) system to support the advice process
• Providing advisers with a full picture of each customer (including key ‘soft facts’) to help create a seamless and positive customer journey
• Using your communication skills to build rapport, understand each customer’s goals and motivations, and help them make informed decisions about their finances

Trainee Financial Adviser

Full-stack Engineer

• Provide both strategic direction and hands‑on technical leadership across several key infrastructure domains
• Act as the organisation’s senior technical authority for on‑premise and hybrid infrastructure
• Define and embed engineering standards, architectural guardrails and best practices across physical infrastructure and critical platforms
• Drive the Society’s resilience strategy across operational resilience, disaster recovery, backup, restoration and cyber recovery
• Lead the lifecycle strategy for core infrastructure platforms
• Partner closely with Senior Leadership, Architecture, IT Operations, Security and other engineering teams to influence direction and prioritise investment decisions
• Provide technical oversight for the secure and highly available operation of business‑critical application platforms
• Mentor and support engineers, promoting a culture of continuous improvement, technical excellence and accountability

IT Principal Engineer – Physical Infrastructure, Networking, Critical Applications

Customer Support

• Welcome customers, both in-branch and over the phone
• Engage in conversations to understand customers’ needs
• Provide tailored solutions for customers
• Proactively reach out to customers via phone
• Maintain accurate customer records
• Adhere to our policies, standards, and controls

Trainee Financial Adviser

IT Principal Engineer – Physical Infrastructure, Networking, Critical Applications

Customer Service Consultant