Financial consultant Work, Jobs in Horsforth, Wyk (with Salaries)

Financial Consultant
Skipton Building Society —Ilkley
- £30,400 - £37,000 a year
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Senior User Researcher
HippoDigital —Leeds
- £57,500 - £66,000 a year
- Hybrid work
- Mentoring
- Agile
- In-person
- Employee discount
Senior Agile Delivery Manager
HippoDigital —Leeds
- £57,500 - £66,000 a year
- Hybrid work
- Project management
- Agile
- In-person
- Employee discount
Financial Controller
STRAT7 —Leeds
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
Quick apply
Project Controls Analytics Consultant
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- SQL
- Analysis skills
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Leeds
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Senior Compliance Policy Consultant
Skipton Building Society —Skipton
- £48,000 a year
- Full-time
- Analysis skills
- Communication skills
- Annual leave
Senior Project Manager
BAM UK & Ireland —Leeds
- Monday to Friday
- Management
- Engineering
- Project management
Senior Service Designer
HippoDigital —Leeds
- £57,500 - £66,000 a year
- Hybrid work
- Agile
- In-person
- Communication skills
- Employee discount
Precious Metals Sales Consultant
SILVEXA —Leeds
- £30,420.00 - £40,312.51 a year
- Full-time
- Sales
- Customer service
- Organisational skills
- Free parking
- Sick pay
Quick apply
13d
Lead Delivery Consultant
Answer Digital —Leeds
- Hybrid work
- Google Suite
- SharePoint
- Agile
- Annual leave
Principal Consultant
D-Day Solutions Ltd —Leeds
- £65,000 - £95,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Leadership
- Health & wellbeing programme
- Annual leave
Quick apply
7d
Intermediate Agile Delivery Manager
HippoDigital —Leeds
- £38,500 - £47,000 a year
- Hybrid work
- Project management
- Agile
- In-person
- Employee discount
Senior Heritage Consultant - Leeds, Manchester or Newcastle
WSP —Leeds
- Part-time
- Hybrid work
- Business development
- Project management
- Leadership
- Flexitime
- Work from home
Senior Consultant/Director
Quantum Group —Leeds
- Business
Customer Service Consultant
Skipton Building Society —Guiseley
- £25,500 a year
- Full-time
- Time management
- Annual leave
- Employee assistance programme
Customer Relationship Consultant
Skipton Building Society —Skipton
- £26,750 a year
- Full-time
- Time management
- Annual leave
- Employee assistance programme
10d
Customer Consultant
Skipton Building Society —Skipton
- £25,500 a year
- Full-time
- Time management
- Annual leave
- Employee assistance programme
10d
Customer Consultant - Shipley
Nationwide Building Society —Shipley
- From £26,500 a year
- Part-time
- Customer service
- Banking
4d
Fire & Security Project Manager
Ventol Limited —Leeds
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
4d

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Financial Consultant

Skipton Building Society -
Ilkley

Apply Now

Job details

Full-time
£30,400 - £37,000 a year

Benefits

Annual leave
Company pension
Employee assistance programme
Private medical insurance
Employee discount
Paid volunteer time
Car scheme

Qualifications

Financial services
Communication skills
Time management

Full job description

Hours:

This role is for a permanent position working full time 36 hours per week to support branch operating hours.

Salary:

£30,400 Per Annum

Closing Date:

Mon, 20 Jul 2026

Job Description

Are you passionate about helping others and providing exceptional customer service?

If so, then we have the perfect opportunity for you! We are recruiting for a Financial Consultant within our Ilkley branch.

The role of Financial Consultant includes engaging with our customers through our ‘My Review’ appointments to understand and discuss our customers financial goals in a friendly conversation. By really listening to, and getting to know our customers, you will help them to review their circumstances and what their goals are and through this proactively identify the most appropriate products to suit their needs.

Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. So, whether you are promoting a new product or resolving a problem, you will always place our customers’ needs at the heart of everything you do and provide a first-class service every time.

For our customers, you will be more than just the friendly face and voice of Skipton Building Society. You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.

Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing. Together, you can help us build a better Society!

What Will You Be Doing?

Working closely with the Financial Advisers in branch, you will keep in touch with existing financial advice customers to conduct ‘My Review’ appointments, updating customers on products and services on a non-advised basis while proactively identifying new opportunities. Interactions may be face-to-face, virtual or by telephone.
Taking a proactive approach to business development, you will actively reach out to both existing and potential customers to build relationships, generate new leads, and invite customers into the branch to explore the benefits of financial advice and membership with the society.
Confidently engaging with customers over the phone, you will make outbound calls to reconnect with customers, promote financial review appointments, and create opportunities to bring new and existing customers into the society.
Engaging with customers through ‘My Review’ appointments to understand and identify their needs by asking great questions, listening to their specific circumstances, and tailoring appropriate solutions—always ensuring the right outcome for the customer and the society.
Acting as an advocate for financial advice within the branch, championing the value of advice-led conversations and supporting colleagues in identifying opportunities to refer customers for advice.
Supporting the Branch Manager with the coaching, training, and development of colleagues, helping to build confidence and capability across the team in financial conversations and customer engagement.
Sharing your expertise and knowledge with the wider branch team to help drive performance, customer outcomes, and a strong service culture.
Using internal systems to ensure customer records are accurately maintained and up to date, with particular care taken to identify and support vulnerable customers appropriately.
Adhering to and understanding the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and clear communication.

What Do We Need From You?

Previous experience of developing relationships with customers - be that in a customer service or sales environment, whether that be face to face or over the phone.
Experience of working in a Financial Services environment is beneficial.
Someone who is passionate about delivering exceptional customer service and challenge themselves to go the extra mile for colleagues and customers, to help us grow and achieve our business objectives.
Excellent communication skills and the ability to listen and asking appropriate questions, engaging in purposeful conversation.
Experience of inspiring, motivating and even coaching others in your team to drive performance, with a ‘one-team’ mindset.
The ability to react fast when the day gets busy and handle a wide variety of different customers – excellent time management.
The ability to grow, adapt and change accommodating business needs and priorities.

What Is In It For You?

This role of Financial Consultant is a permanent position. The role is full time based on 36 hours per week to cover branch opening hours.

The salary for this role of Financial Consultant is between £30,400 - £37,000 per annum depending on experience, plus benefits.

We have a range of other benefits available to you including

Annual discretionary bonus scheme.
25 days standard annual leave + bank holidays and rising 1 day per year of service to a maximum of 30 days after 5 years.
Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
Generous employer matched pension contributions – up to 10% per annum.
We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).
There are always initiatives to get involved with charities with three paid volunteering days for you to use each year.
Colleague mortgage and savings accounts (conditions apply), as well as a host of colleague discount schemes.
A commitment to training and development.
Private medical insurance for all our colleagues.
Salary Sacrifice Scheme for hybrid/electric car.

Apply Now

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