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Financial Planning and Analysis Manager
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Financial Planning Assistant
2 months 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 play a crucial role in formulating suitable advice, completing mid-appointment activity, and creating Suitability Reports that will be presented to customers by Financial Advisers.
Key Responsibilities
- Analyze and interpret investment research provided on customers' investments
- Interpret tax calculations and assist customers in achieving their financial goals
- Coordinate multiple cases for advisers, handling areas of complexity that require excellent analytical skills
Requirements
- Highly organized with the ability to balance priorities and work towards deadlines
- Excellent communicator with the ability to manage expectations and challenge stakeholders
- An eye for detail and quality, with the ability to maintain high standards
What We Offer
- A competitive salary of up to £34,586 per annum, dependent on experience
- A range of benefits, including an annual discretionary bonus scheme, 25 days standard annual leave, and a commitment to training and development
- The opportunity to work in a dynamic and collaborative environment with a team of 54 colleagues
About Skipton Building Society
Skipton Building Society is a mutual organization, owned by its members, and is the fourth largest building society in the UK. We value work-life balance and offer a hybrid working policy, allowing employees to work remotely with the expectation of working from our Head Office in Skipton for a minimum of 2 days per month.
