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: Flexible working with opportunities for professional growth.
- Why this job: Elevate your financial planning skills while making a real difference for clients.
- Qualifications: A Level 4 Diploma in Regulated Financial Planning is essential.
The predicted salary is between 40500 - 49500 £ per year.
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
At Skipton, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. As a Microsoft Power Platform Engineer, you'll enjoy a hybrid working model, generous benefits including a strong pension contribution and private medical insurance, and ample opportunities for professional growth through training and mentorship. Join us in shaping the future of automation while making a meaningful impact on our members' experiences.
Contact Details:
SBS Skipton Building Society Recruitment Team
