Financial Planning Assistant

4 weeks ago


Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time

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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