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 requiring a commitment of 35 hours per 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 newly renovated office space fosters a vibrant and collaborative atmosphere.

Once you have demonstrated competence in your role, flexible working arrangements will 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 colleagues consistently highlight Skipton as a rewarding place to work, and we welcome individuals who can contribute innovative ideas to enhance our customer-centric approach.

Team Dynamics:

You will join the Financial Planning team, which comprises 54 professionals with diverse skills and experiences. Our focus is on collaborating with Financial Advisers to ensure optimal outcomes for our customers, working closely with various teams within the Financial Advice sector.

Benefits:

The Financial Planning Assistant role offers numerous benefits, 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, allowing the purchase or sale of additional leave days.
  • Employer pension contributions matching up to 10% per annum.
  • A strong commitment to training and professional development.
  • Private medical insurance for all employees.
  • Salary sacrifice scheme for hybrid or electric vehicles.
  • Colleague mortgage options (conditions apply).
  • Three paid volunteering days per year.
  • Access to diverse and inclusive colleague networks, including groups for Carers and Pride Alliance.
  • Health and wellbeing initiatives, including a cycle-to-work program and discounted gym memberships.

We have multiple Financial Planning Assistant positions available, offering competitive salaries based on experience.

Key Responsibilities:

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

  • Formulating suitable financial advice.
  • Completing mid-appointment activities within our systems.
  • Creating Suitability Reports for presentation to clients by Financial Advisers.

Required Skills:

We seek candidates who are:

  • Highly organized and capable of managing multiple priorities.
  • Effective communicators, able to manage 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 hold or be pursuing a Diploma in Regulated Financial Planning.

Our progression scheme accommodates individuals at all experience levels, ensuring that we can nurture your skills and advance your career in Financial Advice.

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