Financial Planning Assistant
4 weeks ago
About the Role
The Financial Planning Team at Skipton Building Society is seeking a highly organized and detail-oriented individual to support Financial Advisers with complex areas of Financial Advice. As a Para-Planner, you will be responsible for formulating suitable advice, completing mid-appointment activity, and creating Suitability Reports. Your analytical skills will be essential in interpreting investment research, tax calculations, and assisting customers in achieving their financial goals.
Key Responsibilities
- Support Financial Advisers with complex areas of Financial Advice
- Formulate suitable advice and create Suitability Reports
- Complete mid-appointment activity and interpret investment research
- Assist customers in achieving their financial goals
What We Offer
Skipton Building Society offers a range of benefits, including an annual discretionary bonus scheme, 25 days standard annual leave, and a commitment to training and development. As a member of our team, you will have the opportunity to work in a vibrant and collaborative working space, with flexible working arrangements and a range of other benefits.
Requirements
- Highly organized and detail-oriented individual
- Excellent analytical and communication skills
- Ability to work independently and as part of a team
- Desirable: experience in financial services or a related field
About Skipton Building Society
Skipton Building Society is a mutual organization, owned by our members. We are committed to providing excellent customer service and supporting our colleagues in their careers. As a member of our team, you will have the opportunity to work in a dynamic and supportive environment, with a range of benefits and opportunities for growth and development.
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