The salary for this role is c.£37,000 per annum dependent on skills and experience.
We are looking for experienced, fully qualified Paraplanners with a genuine passion for Financial Planning to join our Financial Planning Team. This role offers the opportunity to work at a senior level within the Financial Planning Team, applying expertise across a wide range of financial planning cases.
The Financial Planning Team plays a critical role in enabling high quality and efficient recommendations to our members through technical and administrative support to our Financial Advisers. You’ll be taking ownership of mid appointment activity and producing high quality, compliant Suitability Reports.
This is a great way to explore your career in Financial Advice and can lead onto further roles in this industry such as Financial Adviser, Leader, Trainer and Technical expert.
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 Will You Be Doing?
Obtaining up to date research, analysing and interpreting for customers’ existing investments, including tax calculations
Supporting the delivery of suitable advice, ensuring recommendations are robust, well evidence and are ultimately assisting member to achieve their financial goals
Inputting information and preparing suitability reports in line with compliance guidelines alongside supporting documents
Co-ordinating and overseeing cases end-to-end, managing expectations and acting as an escalation point for technical or complex queries
What Do We Need From You?
You will be fully qualified to Level 4 (Diploma in Regulated Financial Planning/DipPFS or equivalent)
Proven experience in a similar paraplanning position
Strong technical knowledge across holistic financial planning, including investment products and the financial market
Experience in formulating trust advice and retirement planning
Confident in working closely with Financial Advisers, with the ability to manage expectations and appropriately challenge stakeholders
Ability to solve complex technical problems, applying sound judgement and reasoning
A continuous improvement mindset, proactively identifying opportunities to enhance processes, ways of working and customer journeys
Acting as a senior member of the team, providing coaching, guidance and training
Alignment with our behaviours framework: be brave, be curious, be accountable, be collaborative
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What We Do
Not just another building society. Not just another job.
Imagine how good it would feel to help someone choose the mortgage they’ll use to buy their first home. Or the account they’ll use to save for it. We’ve been helping people make big financial decisions since 1853. It’s why over a million customers trust us as a good place for their money, and why our colleagues say we’re a good place to work.
The Bailey (our head office)
The Bailey is the vibrant hub where you’ll find all our central functions. We’re always looking for new talent because we love hearing new ideas. You can choose from a variety of roles that range from marketing and IT, through to audit, risk, products, digital and more – or maybe you’ll join our lively contact centre team. We’re based in Skipton, just a short train ride from Bradford and Leeds, we’re a stone’s throw from the A65 and have some cracking views of the Yorkshire Dales.
Our network of UK branches
Our branch colleagues are the face of Skipton Building Society. They’re relationship-builders, team workers, great talkers and they’re brilliant at listening too. Everything they do is designed to help customers make the best financial decisions, whether that’s choosing the right kind of savings account or having a full financial review.
The Skipton culture
Happy colleagues mean happy customers. So, when we recruit, we don’t just think about what’s in it for us, we think about what’s in it for you. It’s one of the reasons we’ve been recognised as one of The Times Best Companies to Work for the last 6 years.
Mind, body and spirit
With our colleagues’ support, we’ve created a culture that promotes diversity and inclusion. We understand the rich diversity in our Society, and how harnessing that diversity through effective inclusive practice has profound benefits for individuals, teams and the Society it self. This includes a progressive approach to personal well-being.
