Financial Consultant

Hours:

This role will be for a permanent position working 36 Hours per week to support branch operating hours.

Salary:

£30,400 Per Annum

Closing Date:

Tue, 20 Jan 2026

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 Edinburgh & North Berwick branches.

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!

· Working closely with the Financial Advisers in branch, you will keep in touch with existing financial advice customers to conduct ‘My Review’ customer appointments to update customers on products and services on a non‑advised basis whilst seeking new opportunities. This may be face‑ virtually or by telephone.