Financial Planning Assistant

2 weeks ago


Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our Financial Planning team as a Para-Planner. As a Para-Planner, you will play a crucial role in supporting our Financial Advisers with complex areas of financial advice, formulating suitable advice, and creating Suitability Reports.

Key Responsibilities
  • Support Financial Advisers with complex areas of financial advice
  • Formulate suitable advice and create Suitability Reports
  • Analyze and interpret investment research provided on customers' investments
  • Interpret tax calculations and assist customers in achieving their financial goals
What We Offer
  • A competitive salary of up to £34,586 per annum, dependent on experience
  • A range of benefits, including annual discretionary bonus scheme, 25 days standard annual leave, and private medical insurance
  • Opportunities for career progression and professional development
Requirements
  • Highly organized and detail-oriented individual
  • Excellent analytical and communication skills
  • Ability to work independently and as part of a team


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