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Planning Coordinator
4 months ago
Hours:
The role of Planning Coordinator is a full time, permanent position based on 35 hours per week, Monday to Friday.Skipton values work/life balance and our hybrid working policy means the ability to work remotely with the expectation that you would work from our Head Office in Skipton 2 days per month as a minimum. We have a newly refurbished head office which offers a vibrant and collaborative working space.
Flexible working is considered once individual is competent within the role and able to work more independently.
Closing Date:
Sun, 2 Jun 2024
Introduction
We are looking for a number of people with a real passion for Financial Advice to step into a role that offers wide reaching career progression and a real opportunity to build your knowledge on holistic Financial Advice.
The Financial Planning Team is responsible for supporting the Financial Advisers by completing all mid appointment activity and writing Suitability Reports.
This is a great way to start a career in Financial Advice and can lead onto further roles in this industry such as Financial Adviser, Leader, Trainer and Technical expert.
The Financial Planning Team can also provide an excellent grounding with a route to gaining an Industry leading Financial Planning Diploma Qualification.
Who Are We?
Not just another building society. Not just another job.
We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members.
Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.
Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.
You will be joining the Financial Planning team, consisting of 54 colleagues with a variety of skills and experience. Working with Financial Advisers and ensuring the best customer outcome is at the forefront of everything we do. We work closely with several teams across the Financial Advice function.
What’s In It For You?
The role of Planning Coordinator is a full time, permanent position based on 35 hours per week, Monday to Friday.
Skipton values work/life balance and our hybrid working policy means the ability to work remotely with the expectation that you would work from our Head Office in Skipton 2 days per month as a minimum. We have a newly refurbished head office which offers a vibrant and collaborative working space.
Flexible working is considered once individual is competent within the role and able to work more independently.
We have a range of other benefits available to you including
Annual discretionary bonus scheme.
25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days.
Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
Matching employer pension contribution (up to 10% per annum).
A commitment to training and development.
Private medical insurance for all our colleagues.
Salary Sacrifice Scheme for Hybrid/Electric Car.
Colleague Mortgage (conditions apply).
3 paid volunteering days per annum.
Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups.
We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership.
We have a number of Planning Coordinator roles available on both a permanent and 12-month fixed term contract basis. Roles are paying up to £34,586 per annum dependent on experience.
What Will You Be Doing?
The Financial Planning Team support Financial Advisers with complex areas of Financial Advice. The goal is to formulate suitable advice, complete the mid appointment activity on system and create a Suitability Report which will be presented to the customer by the Financial Adviser.
The skills that will be acquired involve being able to analyse and interpret the investment research provided on our customers’ investments, interpret tax calculations and ultimately assisting our customers in achieving their financial goals. At any one time you’ll be coordinating multiple cases for advisers which will involve areas of complexity which require excellent analytical skills.
What Do We Need From You?
Highly organised
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 is essential with an ability to maintain high standards.
You don’t need to have experience within financial services at the entry level of our progression scheme although experience is desirable, however, the ideal candidate will either have obtained or be working towards their Diploma in Regulated Financial Planning*.
These roles are open to candidates with all levels of experience as our progression Scheme is flexible and caters for fully qualified individuals as well as entry level candidates who possess a robust skills matrix to ensure we can develop their skills and progress their career within Financial Advice.
*Support towards obtaining the Diploma in Regulated Financial Planning is only available to permanent colleagues.
