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 comprehensive financial guidance. This position operates on a standard 35-hour workweek, Monday through 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 Head Office for a minimum of two days each month. Our modern office space fosters collaboration and innovation.

Career Development:

We are committed to your professional growth. This role offers a pathway to advance your career in financial services, with opportunities to progress to positions such as Financial Adviser, Team Leader, Trainer, or Technical Specialist. Additionally, our Financial Planning Team provides a solid foundation for obtaining a prestigious Financial Planning Diploma Qualification.

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 fresh perspectives to enhance our customer-centric approach.

Team Dynamics:

Joining our Financial Planning Team means becoming part of a diverse group of 54 professionals dedicated to delivering exceptional customer outcomes. You will collaborate closely with Financial Advisers and various teams within the Financial Advice sector.

Benefits:

As a Financial Planning Assistant, you will enjoy a competitive salary and a comprehensive benefits package, including:

  • Annual discretionary bonus scheme.
  • 25 days of standard annual leave, plus bank holidays, increasing with service.
  • Holiday trading scheme for buying and selling leave days.
  • Employer pension contributions up to 10% per annum.
  • Commitment to ongoing 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.
  • Health and wellbeing initiatives, including a cycle-to-work program and discounted gym memberships.

Key Responsibilities:

The Financial Planning Team supports Financial Advisers in navigating complex financial matters. Your responsibilities will include:

  • Formulating suitable financial advice and completing mid-appointment activities.
  • Drafting Suitability Reports for presentation to clients.
  • Analyzing investment research and interpreting tax calculations.
  • Managing multiple cases simultaneously, requiring strong analytical skills.

Candidate Profile:

We seek highly organized individuals who can balance competing priorities and meet deadlines. Strong communication skills are essential for managing expectations and engaging with stakeholders. Attention to detail and a commitment to quality are crucial.

While prior experience in financial services is not mandatory, candidates with a Diploma in Regulated Financial Planning or those working towards it will be favored. Our flexible progression scheme accommodates candidates at all experience levels, ensuring a tailored approach to career development.

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