7 months ago
Customer Research – Pension & Investment Analyst
Skipton Principle Office, The Bailey
Skipton, North Yorkshire, BD23 1AP
Hours of Work: Monday to Friday, 9am to 5pm
Salary: £17,750 per annum
Skipton Building Society is a mutual building society where we have a reputation for always putting
customers at the heart of everything we do.
We are currently looking for a Research Analyst to join our high performing team; building great working
relationships, whilst assisting our team of Financial Advisers. This role is the perfect starting point for anyone looking for a career in financial services. Here, you will have the opportunity to work towards your Diploma in regulated financial planning, with the support of trained professionals. To recognise your achievement, we have a reward structure in place for anyone looking to work towards their Diploma.
As a Pension and Investment Research Analyst you will be contacting external providers to gather information on customer’s existing financial products. Examples of this would include the values of these funds and charges for these services. This research will enable you to produce reports to assist the Financial Adviser with any recommendations they make to the customer.
You will be the main point of contact for our team of Financial Advisers; assisting with queries and ensuring the customer’s needs are met with regards to their existing product research.
You will also have the opportunity to work with internal stakeholders and build stronger working relationships within Head Office. This will provide you with an insight of the customer journey and what part we play in the broader picture of the Financial Advice function.
The ideal candidate will be well organised as well as having high attention to detail and being able to manage multiple workloads. You will be a confident and professional communicator, with the ability to adapt your approach to your audience as you’ll be dealing with a number of different stakeholders at differing levels.
The successful individual will be able to work well as part of a team and also as an individual using their own initiative but most importantly having an analytical approach and mind set is crucial in performing well in this role.
About Skipton Building Society
At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do. The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers.
We’re committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues’ unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know.
In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following:
* Competitive Employer pension contribution
* Company paid life assurance scheme
* 25 days holiday (plus bank holidays and the opportunity to participate in the annual Holiday Trading Scheme to buy/sell extra days)
* Annual discretionary bonus scheme
* Volunteering days
* Colleague discounts at a range of UK wide retailers, including holidays, restaurants, fashion, days out and more. Accessible via an online platform and mobile app.
* Discounts/cashback on selected products and services
* Employee Assistance Programme
* Diverse culture
Skipton are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age