At a Glance
- Tasks: Support Financial Advisers by turning research into compliant recommendations.
- Company: Join SBS Skipton Building Society, a leader in financial planning.
- Benefits: Enjoy hybrid working options and a supportive team environment.
- Other info: 12-month secondment with opportunities for career growth.
- Why this job: Elevate your financial planning skills while making a real impact.
- Qualifications: A Level 4 Diploma in Regulated Financial Planning is required.
SBS Skipton Building Society is seeking a Paraplanner to join our Financial Planning Team on a 12-month secondment. You will support Financial Advisers with complex cases, turning research and tax calculations into compliant recommendations.
Based at our Head Office in Skipton with hybrid working options, the role emphasises analysis, case coordination and robust client outcomes. A Level 4 Diploma in Regulated Financial Planning is required.
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Paraplanner: Elevate Financial Planning with Flexibility in Skipton employer: SBS Skipton Building Society
Skipton Building Society is not just another employer; it's a place where your contributions truly matter. As a mutual organisation, we prioritise our members and foster a collaborative work culture that values innovation and personal growth. With comprehensive benefits including generous annual leave, a commitment to professional development, and a focus on health and wellbeing, you'll find a supportive environment that empowers you to thrive in your role as an IT Principal Engineer.
Contact Details:
SBS Skipton Building Society Recruitment Team
