At a Glance
- Tasks: Support Financial Advisers with insights and documentation to help members achieve financial goals.
- Company: Join Skipton Building Society, a supportive and member-focused organisation.
- Benefits: Hybrid working, 35 hours a week, and opportunities for professional development.
- Other info: 12-month secondment with potential for career growth in the financial sector.
- Why this job: Gain valuable experience in financial planning while working towards a recognised qualification.
- Qualifications: Interest in finance and strong communication skills are essential.
The predicted salary is between 27000 - 33000 £ per year.
SBS Skipton Building Society is seeking a Planning Co-ordinator to help members progress toward financial goals by supporting Financial Advisers with information, insight and documentation for suitable recommendations.
The role offers a 12-month secondment, 35 hours per week, with at least 3 days per week at Head Office in Skipton.
You’ll build knowledge of investments and the financial planning process while working toward the Diploma in Regulated Financial Planning, laying a foundation for a successful career in financial planning.
Planning Co-ordinator: Financial Planning Support (Hybrid) 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
