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Financial Adviser
Skipton Building SocietyFinancial Adviser at Skipton providing personalised financial advice and building trusted relationships with customers. Supporting their financial goals through compliant and qualified advice while focusing on good outcomes.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing regulated financial advice, particularly in pensions and investments, while maintaining compliance and quality standards. Excels in building customer relationships and delivering personalized advice that aligns with clients' financial goals and needs.
Highest-signal resume keywords
Level 4 Diploma In Financial PlanningRegulated Financial AdviceFinancial Services RegulationCustomer FocusRisk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial PlanningPensions AdviceInvestment AdviceCompliance StandardsQuality Standards
Soft Skills
Clear CommunicationCustomer Relationship BuildingJudgmentFlexibility
Certifications & Qualifications
Level 4 Diploma In Financial Planning
Industry Keywords
Financial ServicesRisk ManagementCustomer OutcomesCommercial Objectives
About the role
Key responsibilities & impact- Building trusted relationships with new and existing customers, helping them explore their financial goals, needs and priorities
- Providing personalised advice across pensions and investments, with a clear focus on good customer outcomes
- Holding meaningful customer conversations that explore their circumstances, preferences and future plans
- Maintaining high standards of quality, compliance and risk management in every customer interaction
- Using your commercial focus to support business objectives while making sure advice remains fair, suitable and customer-led
Requirements
What you’ll need- A Level 4 Diploma qualification in financial planning or regulated financial advice
- Experience providing regulated financial advice, ideally across pensions and investments
- Strong knowledge of financial services regulation, quality standards and risk management
- Experience having detailed customer conversations about financial goals, personal circumstances, preferences and future plans
- A clear customer focus, with the judgement to balance commercial objectives with fair and suitable outcomes
- A confident, clear and supportive communication style, with the ability to explain complex information in a simple way
- Flexibility to work from home and, where needed, from a local branch or Skipton head office
Benefits
Comp & perks- Annual discretionary bonus scheme
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a max of 30 days
- Matching employer pension contribution (up to 10% per annum)
- Colleague Mortgages and access to Skipton products and services at discounted rates
- Flexible working to help balance your commitments
- Private medical insurance, health and wellbeing app, volunteering opportunities, cycle-to-work scheme, discounted gym memberships
- Lifestyle perks such as a Home and Tech voucher, which can be used at John Lewis, Currys, and IKEA