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Financial Planning Assistant
2 months ago
We are seeking a highly organized and detail-oriented individual to join our Financial Planning Team as a Para-Planner. This is a full-time, permanent position based on 35 hours per week, Monday to Friday.
Key Responsibilities- Support Financial Advisers with complex areas of Financial Advice
- Formulate suitable advice and complete mid-appointment activity on system
- Create Suitability Reports to be presented to customers by Financial Advisers
- Competitive salary up to £34,586 per annum dependent on experience
- 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)
- Commitment to training and development
- Private medical insurance for all colleagues
- Salary Sacrifice Scheme for Hybrid/Electric Car
- Colleague Mortgage (conditions apply)
- 3 paid volunteering days per annum
- Diverse and inclusive colleague networks available for you to join
- Highly organized with ability to balance priorities and work towards deadlines
- Excellent communicator with ability to manage expectations and challenge stakeholders
- An eye for detail and quality is essential with ability to maintain high standards
Skipton Building Society is a mutual organization, owned by our members, not shareholders. We value work-life balance and offer a hybrid working policy, allowing you to work remotely with the expectation of working from our Head Office in Skipton 2 days per month as a minimum.
