Financial Planning Assistant

2 months ago

Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time

Position Overview:

The role of Financial Planning Assistant is a full-time, permanent opportunity designed for individuals who are passionate about providing exceptional financial guidance. This position operates on a 35-hour workweek, from Monday to Friday.

Work Environment:

At Skipton Building Society, we prioritize a healthy work/life balance. Our hybrid working model allows for remote work, with the expectation of attending our office a minimum of two days each month. Our recently renovated office space fosters a dynamic and collaborative atmosphere.

Career Development:

We are seeking individuals eager to advance their careers in financial advice. The Financial Planning Team plays a crucial role in supporting Financial Advisers by managing mid-appointment tasks and drafting Suitability Reports. This position serves as an excellent entry point into the financial services sector, paving the way for future roles such as Financial Adviser, Team Leader, Trainer, or Technical Specialist.

About Us:

Skipton Building Society is the fourth largest building society in the UK, distinguished by our mutual structure, which means we are owned by our members rather than shareholders. Our employees consistently report high levels of job satisfaction, and we welcome innovative ideas to enhance our customer-centric approach.

Benefits:

As a Financial Planning Assistant, you will enjoy a range of benefits, including:

  • Annual discretionary bonus scheme.
  • 25 days of standard annual leave plus bank holidays, increasing by one day for each year of service, up to a maximum of 30 days.
  • Holiday trading scheme allowing for the purchase or sale of additional leave days.
  • Employer pension contribution matching up to 10% per annum.
  • A strong commitment to professional training and development.
  • Private medical insurance for all employees.
  • Salary sacrifice scheme for hybrid or electric vehicles.
  • Colleague mortgage options (conditions apply).
  • Three paid volunteering days each year.
  • Access to diverse and inclusive colleague networks, including groups for Carers and Pride Alliance.
  • Wellbeing initiatives, including a cycle-to-work program and discounted gym memberships.

Key Responsibilities:

The Financial Planning Team assists Financial Advisers with intricate aspects of financial advice. Your primary tasks will include:

  • Analyzing and interpreting investment research related to client portfolios.
  • Conducting tax calculations to support client objectives.
  • Coordinating multiple cases for advisers, requiring strong analytical skills.

Qualifications:

We are looking for candidates who are:

  • Highly organized and capable of managing competing priorities.
  • Effective communicators who can manage expectations and engage with stakeholders.
  • Detail-oriented, maintaining high standards of quality in all work.

While prior experience in financial services is not mandatory for entry-level candidates, it is preferred. Ideal candidates will have either obtained or be pursuing their Diploma in Regulated Financial Planning. Our flexible progression scheme accommodates individuals at all experience levels, ensuring opportunities for growth within the financial advice sector.

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