Onboarding Consultant

Cookie Policy - Privacy Message Application Security Management (ASM) cookie s If you ignore the cookie banner or choose to decline To support our careers site and recruitment journey we use third party websites. When entering these websites you will be subject to the cookie policies of that website. Please familiarise yourself with these cookie policies and make choices based on your needs.Cookie duration depends on the cookie type: \_ga - Expires after 2 years (1st party) \_gat\_UA-nnnnnnn-nn gid - Expires after 1 day (1st party) \_ga\_nnnnnnnnnn - Expires after 2 years (1st party)Onboarding Consultant page is loaded Onboarding Consultantlocations: Skipton, Englandtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR3799 Hours: Monday to Friday. 9-5 working in Skipton, Head Office until full sign off is achieved. After the initial training period, the role requires a minimum of 3 days per week in Head Office. Salary: £24,750 Per Annum Closing Date: Wed, 11 Mar 2026At Skipton Building Society, we recognise that investing isn't straightforward - especially with it being a riskier alternative to savings accounts.This is why we're here to guide our customers in the right direction and in order to do so we need the right individuals to be able to support them.We are currently looking for a motivated individual to join a vibrant and energetic Onboarding Team.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.You'll be joining our Customer Experience Team-an energetic and collaborative team of 34 colleagues, including our Customer Services function. We sit within the wider Money Operations Department and work closely with our Financial Advisers, who provide expert guidance and support to our customers.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) Colleague mortgage (conditions apply) Salary sacrifice scheme for hybrid & electric car 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 Working as part of the Onboarding Team you will provide a high standard of service, dealing with the on-boarding and post-sale administration of customer and Financial Adviser requests Your main responsibility within this team is to ensure all applications and transactions on behalf of our customers are completed in a timely and efficient manner Supporting other areas of the business through phone availability, responding to necessary inbound and outbound queries Working on a rota based system to manage department mailboxes, taking ownership of all queries received to provide a timely and appropriate response Proactively managing existing diary, tracking all contact to providers/ advisers to chase outstanding documents or requests As part of this process you will need to follow procedures, input data on internal and 3rd party systems, quality check data, liaise with colleagues from across the business and ensure any issues that arise are resolved Strong literacy and numeracy skills Good organisational skills with the ability to manage own workloads to deliver department objectives Excellent communication skills (written and verbal) The ability to work well as part of a team and as an individual The ability to cope under pressure Ability to cope flexibly and work to time scales A willingness to learn and be dedicated to their own development Ability to use initiative to manage workloads and solve problems Ability to communicate complex information with simplicity and clarity Ability to influence, engage and work in partnership with stakeholders at all levels Qualifications Whilst no essential qualifications are required to carry out the role, an understanding of the financial services industry is advantageous along with a background in customer services.