Para-Planner (Financial Advice)

4 weeks ago

Skipton, United Kingdom Skipton Building Society Full time

Hours:

The role of Para-Planner 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, 16 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 Para Planner 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 Para-Planner 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.

  • Para-Planner (Financial Advice)

    2 weeks ago

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

    Hours: The role of Para-Planner 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...

  • Planning Coordinator

    2 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    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...

  • QA Sme

    3 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week, Monday to Friday, 9am-5pm **Salary**: £42,000 Per Annum Closing Date: Wed, 7 Feb 2024 We’re recruiting for a new member to join the Financial Advice Quality Assurance Team as a Quality Assurance Subject Matter Expert (SME). If you’ve a curious nature, meticulous attention to detail and have experience in a customer focused...

  • Complaints Handler

    4 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week, Monday to Friday - hybrid and condensed working can be considered with a weekly presence expected in the office, this will be on a 12 month fixed term contract. Salary: £26,426 Per Annum Closing Date: Tue, 4 Jun 2024 We are recruiting for the latest member of our Financial Advice (FA) Complaints Team. If you put...

  • Complaints Handler

    3 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week, Monday to Friday - hybrid and condensed working can be considered with a weekly presence expected in the office, this will be on a 12 month fixed term contract. **Salary**: £26,426 Per Annum Closing Date: Fri, 31 May 2024 We are recruiting for the latest member of our Financial Advice (FA) Complaints Team. If you put the...

  • Town Planner

    4 weeks ago

    Skipton, United Kingdom Carrington West Full time

    Town Planner Skipton, North Yorkshire Competitive, dependent on experience Job Type: Full-time, Permanent   Carrington West are pleased to be partnered with a private planning consultancy nestled in the heart of Skipton, which specialises in rural planning consultancy and prides themselves on delivering bespoke planning solutions tailored to the unique...

  • Town Planner

    1 month ago

    Skipton, United Kingdom Carrington West Full time

    Town Planner Skipton, North Yorkshire Competitive, dependent on experience Job Type: Full-time, Permanent   Carrington West are pleased to be partnered with a private planning consultancy nestled in the heart of Skipton, which specialises in rural planning consultancy and prides themselves on delivering bespoke planning solutions tailored to the unique...

  • Financial Consultant

    4 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 36 hours Permanent contract **Salary**: £31,270 Per Annum Closing Date: Tue, 28 May 2024 We are recruiting for a Financial Consultant within Skipton branch. You have the opportunity to join our team and become one of the faces of Skipton Building Society. We are also interested in who you are as a person. Why? Because our membership is made up...

  • Team Leader

    2 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: Full time; Permanent **Salary**: £44,000 Per Annum Closing Date: Wed, 3 Jul 2024 Customer Relations Team Leader: Salary : Up to £44,000 base salary (dependant on experience and qualifications) Hybrid working from Skipton Head Office (North Yorkshire) If you are passionate about delivering good outcomes for our customers; taking the opportunity,...

  • Planning Coordinator

    2 weeks ago

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

    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...

  • Fa Distribution Support

    3 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week based in Head Office in Skipton **Salary**: £26,076 Per Annum Closing Date: Fri, 31 May 2024 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...

  • Administrator

    2 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week, shifts to support department operating hours. This role is a 12 month secondment and requires regular onsite presence **Salary**: £21,850 Per Annum Closing Date: Fri, 7 Jun 2024 We’re recruiting for the latest member of our Review and Financial Advice Team. If you put the customer at the heart of everything you do, enjoy...

  • Partner

    1 week ago

    Skipton, United Kingdom NFU Mutual Agent Full time

    **The NFU Mutual agency network**: NFU Mutual is an award-winning insurance and financial services business offering high-quality products and services to a range of customers, from individual policyholders to major businesses. Through our exceptional personal service and honest advice, we develop long-standing relationships with our customers and retain on...

  • Head of Student Services

    3 weeks ago

    Skipton, United Kingdom Fortem People Full time

    Our established client is looking to recruit an **Interim Head of Student Services **to manage the effective delivery of integrated, efficient and effective Student Services. The aim of this role is to enable student progression and to maximise achievement through the provision of appropriate learning and personal support for students. You will...

  • Administrator

    1 month ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: 35 hours per week, shifts to support department operating hours. This role is a 12 month secondment and requires regular onsite presence Salary: £21,850 Per Annum Closing Date: Fri, 7 Jun 2024 We’re recruiting for the latest member of our Review and Financial Advice Team. If you put the customer at the heart of everything you do,...

  • Administrator

    3 weeks ago

    Skipton, United Kingdom Anchor Trust Full time

    **Administrator - 30 hours** **£23,000 per annum, pro rata salary - £18,400** **Reporting into the Home Manager, responsibilities will include**: - Implementing and maintaining effective administration and financial systems to meet location, customer and any external requirements. - To be accountable for providing accurate information as required and...

  • Customer Resolutions

    2 weeks ago

    Skipton, United Kingdom Skipton Building Society Full time

    Hours: Fixed term (12 months) or 12 month secondment. 35 hours per week - Monday to Friday - 9am to 5pm Hybrid working from Skipton Head Office **Salary**: £36,000 Per Annum Closing Date: Wed, 3 Jul 2024 Customer Relations Senior Consultant: Salary : Up to £36,000 base salary (dependant on experience and qualifications) Hybrid working from Skipton...

  • Student Services Manager

    2 weeks ago

    Skipton, North Yorkshire, United Kingdom Fortem People Ltd Full time

    Our established client is looking to recruit an Interim Student Services Manager to manage the effective delivery of integrated, efficient and effective Student Services.The aim of this role is to enable student progression and to maximise achievement through the provision of appropriate learning and personal support for students.You will successfully manage...

  • Customer Service Advisor

    2 weeks ago

    Skipton, United Kingdom LG select Ltd Full time

    Acting as first point of contact for customers in arrears, holding conversations to understand the root causes of financial difficulty - Negotiating affordable and sustainable payment plans, taking into account customers personal circumstances - Signposting customers to free and independent money advice organisations, or internal support services for...

  • Telephone Agent

    4 weeks ago

    Skipton, United Kingdom LG select Ltd Full time

    rapidlyfinancialservicesopportunities Fridayyourdayweek - Acting as first point of contact for customers in arrears, holding conversations to understand the root causes of financial difficulty - Negotiating affordable and sustainable payment plans, taking into account customers personal circumstances - Signposting customers to free and independent money...