Financial Adviser

• 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

• 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

Demonstrates expertise in providing regulated financial advice, particularly in pensions and investments, while maintaining compliance and quality standards. Excels in building customer relationships and effectively communicating complex financial information in an accessible manner.

• Level 4 Diploma In Financial Planning
• Regulated Financial Advice
• Financial Services Regulation
• Customer Focus
• Risk Management

• Financial Planning
• Pensions Advice
• Investment Advice
• Compliance Standards
• Quality Standards

• Clear Communication
• Customer Relationship Building
• Judgement
• Flexibility

• Level 4 Diploma In Financial Planning

• Financial Goals
• Customer Outcomes
• Risk Management
• Customer Conversations