Financial Planning Assistant

1 month 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 key member of our team, you will play a crucial role in supporting our Financial Advisers with complex areas of financial advice.

Key Responsibilities
  • Support Financial Advisers with mid-appointment activity and Suitability Reports
  • Analyze and interpret investment research and tax calculations
  • Assist customers in achieving their financial goals
  • Coordinate multiple cases for advisers, requiring excellent analytical skills
What We Offer

As a Para-Planner at Skipton Building Society, you will enjoy a range of benefits, 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)
  • 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
Requirements

We are looking for a highly organized and detail-oriented individual with excellent communication skills. While experience in financial services is desirable, it is not essential. The ideal candidate will either have obtained or be working towards their Diploma in Regulated Financial Planning.

We offer a flexible progression scheme that caters for fully qualified individuals as well as entry-level candidates who possess a robust skills matrix. Support towards obtaining the Diploma in Regulated Financial Planning is available to permanent colleagues.

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