Hours:

35 hours per week Monday to Friday, based at our Head Office in Skipton

Salary:

£23,000 Per Annum

Closing Date:

Fri, 6 Jun 2025

We are recruiting for a Customer Services Consultant to help us provide a consistently high standard of service. Dealing with all aspects of administration of customer and colleague requests, in a timely, efficient and accurate manner.

Who Are We?

Not just another building society. Not just another job.

We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members.

Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.

Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.

The team you will be joining the Financial Advice – Customer Services is a team of 3, working in the wider Money Operations Team to help deliver an excellent customer journey for our Financial Advice customers.

What’s In It For You?

Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including;

• Annual discretionary bonus scheme

• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days

• Holiday trading scheme allowing the ability to buy and sell additional annual leave days

• Matching employer pension contribution (up to 10% per annum)

• A commitment to training and development

• Private medical insurance for all our colleagues

• 3 paid volunteering days per annum

• Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups

• We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership

What Will You Be Doing?

• Accurately input and amend customer details onto the back office system, maintaining a customer focus including the integrity of data.

• Prepare any pre-filled paperwork necessary for customers and 3rd party providers to facilitate customer request given.

• Follow the checking procedures for all relevant tasks to ensure processed within agreed SLA’s and with no errors.

• Deal with outgoing calls to providers to resolve queries/issues.

• Understand the wide range of FA products available and the necessary process to trade these on 3rd party systems.

• On hand training is provided

What Do We Need From You?

• Excellent organisational skills

• Good telephone skills

• The ability to work well as part of a team and as an individual.

• A willingness to learn.

• Excellent communication skills

• Computer and Keyboard skills (Microsoft Word and Excel)