At a Glance
- Tasks: Transform complex research into clear financial plans and support Financial Advisers.
- Company: Join Skipton Building Society Group, a leader in financial services.
- Benefits: Enjoy structured benefits and opportunities for career progression.
- Other info: Dynamic role with pathways to Adviser, Leader, Trainer, or Technical Expert.
- Why this job: Make a real difference in people's financial futures while developing your skills.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 38250 - 46750 £ per year.
Skipton Building Society Group is seeking a Paraplanner to support Financial Advisers by turning complex research and customer data into compliant, well-supported recommendations. The role involves mid-appointment activity and preparing suitability reports to help members plan for their financial future.
You’ll be handling diverse financial planning cases, with opportunities for career progression into Adviser, Leader, Trainer or Technical Expert roles, while enjoying a structured benefits.
Paraplanner - Turn Research into Clear Financial Plans employer: Skipton Building Society Group
Skipton Building Society Group is an excellent employer, offering a dynamic work culture that fosters innovation and collaboration among teams. With a strong focus on employee growth, you will have access to continuous learning opportunities in cutting-edge technologies like Azure and Infrastructure-as-Code. Located in a supportive environment, the company prioritises work-life balance and provides unique benefits that enhance your professional journey.
Contact Details:
Skipton Building Society Group Recruitment Team
