Are you an empathetic individual looking for a new challenge where your support truly makes a difference?
We have an opportunity for you to join our Bereavement and Registrations Team to assist with the administration of our customer accounts along with being the first point of contact for our bereaved customers, ensuring their queries are dealt with in a sensitive way with ‘right first time’ outcomes.
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 will be joining the Bereavements and Registrations team, consisting of 18 colleagues across 2 teams. We work closely with operational teams for both Money and Savings as well as other departments such as Financial Crime and Legal. Our role is to ensure we provide empathetic service to bereavement customers family members as well as registering power of attorney for vulnerable 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)
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
In this role you’ll make sure the customer is at the heart of everything you do in order to optimise the customer experience. You’ll deal with both inbound and outbound calls in order to resolve queries and make sure you accurately update customers accounts and information.
You’ll also:
Build excellent relationships with colleagues
Seek to continually improve process and procedures to benefit the team and our customers
Keep up to date with regulations and requirements
Action inbound mail communication, handling important documents with confidentiality
Actioning death registrations, Power of Attorney registrations and Wills
Provide support, training and guidance to colleagues to upskill on processes
As you’ll be dealing with potentially vulnerable customers it goes without saying you’ll need to be empathetic, patient and resilient to make sure the customer gets the right outcome. You’ll be able to manage multiple workloads including telephone queries and administration tasks, making sure your work is accurate alongside delivering a great service to our customers.
The key competencies for this role are:
Excellent customer service skills
Able to work to deadlines in a busy environment
High attention to detail
Able to display empathy when dealing with customers
Able to identify process improvements and recommend changes
Because your career is more than just a ladder.
In 2026, we were named as one of the Financial Times Best Employers in the UK. We were also the highest placed building society on the list, too.
Not bad, right? But it’s much more than just another opportunity to blow our own trumpet. It truly reflects how our people experience working here.
Because at Skipton, we’re a mutual. We’re founded on fairness, built on shared effort, and committed to saying it straight. We’re curious, brave and always collaborative. We look out for each other. And we treat everyone like a grown-up - with respect, with understanding, with a level playing field at their feet.
We’re here to support our customers with their savings and investments - anything from an ISA to a Pension.
And whether they pop into a branch, pick up the phone, or have a chinwag with our Financial Advice team, they leave with a little more knowledge and a lot more confidence when it comes to their money.
You’ll be playing a huge part in making that happen.
Learning is part of the everyday at Skipton. It’s woven into conversations and brought to life through hands-on experiences. You’ll pick up new skills as you go, and get tools and support that flex around your role and life.
Your career in Money Direct can take many paths. You can branch out and discover what suits you best. There’s plenty of opportunity to grow your career within Money Direct or go on to specialist teams, take qualifications, step into Financial Advice, or other roles.
Whatever future direction you have in mind - whether it’s upwards or sideways or even staying put - you’ll be able to make the most of the opportunities Skipton has to offer.
Once you’ve sent us your application and CV, we’ll review it using clear criteria. Our decisions are based on the skills, and experience you share with us.
Your interview might be by phone, over Microsoft Teams or in person, depending on the role and the circumstances. For some roles, there may also be more than one stage in the recruitment process - but we’ll always let you know what the plan is.
During your interview, we’ll ask you about your current and previous experience, and we’re very much interested in all of your skills and knowledge. This includes relevant things you might have learned through work, studies and voluntary activities
For some roles we could ask you to complete one or more tasks, or deliver a presentation. But don't worry, we'll support you throughout the process so you can do your best.
At Skipton we always get in touch after your interview to let you know if you’re successful, or if you’re made it through to the next stage. And if you would like feedback on your interview we are always happy to share this. It’s all part of the Skipton experience, we value the time you’ve given us throughout the process.
If you’re successful, we’ll get in touch to discuss your offer. When you accept we’ll send your contract and confirm the pre-employment checks you need to complete to get the ball rolling. You’ll need to successfully complete the checks before starting, so providing information quickly will help keep things on track. We aim to keep things simple and easy to follow.
You’re in - welcome to the team!
We’ll be in touch regularly right up to your first day with lots of exciting info, details of what to expect when you’re here, and hints and tips to help you prepare for a great start.
And when it comes to the big day, there’ll be a warm welcome waiting for you as you begin your journey with us.