Financial Adviser Roles
Unique opportunities for Financial Advisers
We believe that Skipton Financial Services (SFS) offers a unique working environment in which our advisers, and indeed all of our employees, achieve high levels of job satisfaction.
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We have a family culture which we’ve been able to maintain as the business has grown and go out of our way to recognise first class performance with incentives such as our prestigious 101 Club.
We specialise in the fields of investments and Inheritance Tax Planning and have an unparalleled industry reputation as both an employer and an Adviser. We are 100% focused on providing first class customer service and our computer-based client management system is second to none. A huge amount of support is given to all our Advisers to do what they do best - write the business.
Our management team possess many years of hands-on financial services experience and indeed, many of our managers have progressed through the company starting off as Advisers - including our Distribution Director, two Divisional Sales Managers and two Regional Sales Managers.
Financial adviser roles
We offer two distinct roles: branch-based or home-based and in each case, our advisers’ targets are based upon the real opportunity to write business.
The SFS Bonus Scheme is unique when compared to other major financial services companies and the major difference is that we consider individuals and spend a considerable amount of time ensuring that their targets relate to the resource that the individual has. By doing this, the scheme allows for excellent, uncapped and unlimited potential earnings.
In addition to the bonuses available, we believe our package is very competitive so why not put us to the test? If you meet our expectations, we’re confident that we’ll meet yours...
Bonus Schemes
Branch or home-based role
There are two distinct specialist roles, both of which are geared to reward performance with a first class financial and benefits package.
A highly competitive basic salary is paid monthly and is reviewed annually.
Production Bonus
A unique four-monthly bonus scheme paid monthly. Everthing above a basic threshold paid on a sliding scale to reward outstanding performance. All targets are based on the resources at the Advisers’ disposal to give a level playing field.
Loyalty Bonus Schemes (LBS)
The SFS LBS are unique when compared to other financial services companies. The LBS run alongside the SFS existing Adviser Production Bonus Scheme and further enhances Advisers’ potential earnings. This allows Advisers to share in the growth of the longer-term income stream generated from mutual funds, placed on the FundsNetwork platform and trail income from sales on bonds.
Quality bonus
We operate a quality of work scheme aimed at rewarding those Advisers who work to consistently high standards in areas such as file quality, updating client information and submitted business.
Permanent health insurance (PHI)
Advisers are included in the group PHI scheme, details of which will be given at appointment.
Private medical insurance (PMI)
Advisers are included in the group PMI scheme and your spouse or children may be added for a small additional cost.
Simply Health Association
Advisers are eligible to join the Simply Health Plan, which includes cover for dental, optical and physiotherapy costs.
Holidays
25 days per annum, plus Bank Holidays, which increases as your length of service with SFS does.
Group stakeholder pension scheme
A stakeholder pension scheme is available through AVIVA. The scheme will include life cover benefits as detailed in your contract of employment.
Life cover
As part of the group stakeholder pension scheme (as shown) we offer 8 x basic salary upon death in service.
Private car scheme
Advisers are given a monthly allowance towards a car.
We pay for / provide you with:
- A second BT line to be installed at your home for business use/broadband for home based Advisers
- We provide you with a combined telephone/fax machine
- Laptops for all home based Advisers
- Your own copy of Money Management every month
- Your own copy of Moneyfacts each month
- CII study material and exam fees.
Investment accounts
Advisers are eligible for staff investment rate on investment accounts with Skipton Building Society.
Staff Union
Advisers have the opportunity to join Staff Union Representing Group Employees (SURGE).
Childcare vouchers
We have, in conjunction with Computershare, a system whereby part of your salary can be exchanged for childcare vouchers. These vouchers are exempt from National Insurance contributions and there is potentially an income tax saving when used to purchase childcare. They can be used for a wide range of childcare and not just at Computershare Nurseries (as long as they are registered).
Accelerate your Career with great opportunities at Skipton Financial Services. Download our Recruitment Brochure now.
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