Financial Planning Assistant

3 weeks 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, structured around a 35-hour work week, from Monday to Friday.

Work Environment:

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

Once you demonstrate proficiency in your role, flexible working arrangements can be considered.

About Us:

Skipton Building Society is not just another financial institution; we are the fourth largest building society in the UK, operating as a mutual organization owned by our members.

Our team members appreciate the supportive culture at Skipton, and we welcome fresh perspectives that help us keep our customers at the center of our operations.

Career Development:

We are seeking individuals who are passionate about Financial Advice and eager to advance their careers. The Financial Planning Team plays a crucial role in assisting Financial Advisers by managing mid-appointment tasks and drafting Suitability Reports.

This position serves as an excellent entry point into the Financial Advice sector, paving the way for future roles such as Financial Adviser, Team Leader, Trainer, or Technical Specialist. Additionally, the team offers a solid foundation for obtaining an industry-recognized Financial Planning Diploma Qualification.

Benefits:

As a Financial Planning Assistant, you will enjoy a comprehensive benefits package, 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 for buying and selling additional leave days.
  • Employer pension contribution matching (up to 10% per annum).
  • Commitment to training and professional development.
  • Private medical insurance for all employees.
  • Salary Sacrifice Scheme for Hybrid/Electric vehicles.
  • Colleague Mortgage options (conditions apply).
  • Three paid volunteering days each year.
  • Access to diverse and inclusive colleague networks, including Carers and Pride Alliance groups.
  • Health and wellbeing initiatives, including a cycle-to-work program and discounted gym memberships.

Key Responsibilities:

The Financial Planning Team is dedicated to supporting Financial Advisers with intricate aspects of Financial Advice. Your primary responsibilities will include:

  • Formulating suitable advice and completing mid-appointment activities in our systems.
  • Creating Suitability Reports for presentation to clients by Financial Advisers.
  • Analyzing and interpreting investment research related to clients' portfolios.
  • Understanding tax calculations to assist clients in achieving their financial objectives.
  • Coordinating multiple cases for advisers, requiring strong analytical skills.

Candidate Profile:

We are looking for candidates who are:

  • Highly organized and capable of managing competing priorities.
  • Excellent communicators with the ability to set expectations and engage with stakeholders.
  • Detail-oriented, maintaining high standards of quality.

While prior experience in financial services is not mandatory for entry-level candidates, it is preferred. Ideal candidates will either have obtained or be pursuing their Diploma in Regulated Financial Planning.

These roles are open to individuals with varying levels of experience, as our progression scheme accommodates both fully qualified professionals and entry-level candidates with the potential for growth.

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