Financial Planning Co-ordinator

Skipton; Skipton; Hybrid; GBP 26,000; Full time

Job description

Hours:
35 hours per week, Monday to Friday, on a 12 month fixed term contract. Flexible and hybrid working can be considered, with a weekly head office presence required.

Salary:
£25,880 Per Annum

Closing Date:
Mon, 14 Apr 2025

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?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

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.

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.