At a Glance
- Tasks: Support Financial Advice teams with guidance and research, ensuring customer satisfaction.
- Company: Join the fourth largest building society in the UK, owned by its members.
- Benefits: Enjoy flexible working, 25+ days holiday, bonuses, and private medical insurance.
- Why this job: Gain valuable experience in Financial Planning while working in a supportive and inclusive environment.
- Qualifications: Strong communication skills and a passion for Financial Advice; qualifications preferred for senior roles.
- Other info: Opportunity to work towards a diploma in Financial Planning with a vibrant team.
The predicted salary is between 25880 - 35700 £ per year.
Hours: 35 hours per week, Monday to Friday, flexible and hybrid working can be considered with a weekly head office presence required.
Salary: £35,700 Per Annum
Closing Date: Fri, 4 Apr 2025
If you have a good understanding of all things Financial Advice, are an excellent communicator and enjoy providing support to others, then this is a great opportunity to progress your career and work towards obtaining a diploma in Financial Planning. The successful candidates will be brought in at either entry, mid or senior level within the progression scheme, dependent on skills, experience, and qualifications, with salaries ranging from £25,880 to £35,700 per annum.
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 Planning & Research Team. A genuinely exciting opportunity due to the variety involved with the role, and the opportunity to link with key Financial Advice (FA) stakeholders. We work closely with several teams across the Money function including the Financial Planning Team, Quality Assurance, FA Proposition and with wider FA Distribution Teams. You will join a team of 8 which consists of colleagues both working towards, or have achieved, their Diploma in regulated Financial Planning.
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)
- Colleague mortgage (conditions apply)
- Salary sacrifice scheme for hybrid & electric car
- A commitment to training and development
- Private medical insurance for all our colleagues
- 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? Our role offers day to day variety; however the main responsibilities include:
- Understanding the current FA Proposition and offering guidance to advisers and other FA colleagues, to ensure we are providing the most suitable outcome for our customers.
- Keeping up to date with the changes to the FA Proposition alongside wider economic, political and market events.
- Supporting various head office teams with the technical nuances of Financial Advice Planning including inheritance tax, retirement income strategies, pensions and investments and personal taxation.
- Investigating and providing solutions for when things don’t always go to plan, to ensure things are put right for the customer if we have made an error.
- Supporting the Technical Research Specialist by attending fund manager meetings and researching our recommended funds to ensure Skipton are offering due diligence on the long-term suitability of our Proposition.
What Do We Need From You? Highly organised and able to manage your own workloads to deliver department objectives. Able to influence, engage and work in partnership with stakeholders at all levels. Strong and up to date technical knowledge relating to all areas of Financial Advice. Excellent communication skills, ensuring complex information is communicated clearly and tailored to a variety of audiences. Proven ability to develop and maintain effective relationships, both internally and externally. Effective decision making and providing challenge where appropriate. Willingness to work towards and study to gain relevant qualifications. As a senior you must already hold a level 4 qualification Diploma in Financial Planning or equivalent.
Planning & Research Analyst employer: Skipton Building Society
Contact Detail:
Skipton Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning & Research Analyst
✨Tip Number 1
Familiarise yourself with the Financial Advice Proposition and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the organisation.
✨Tip Number 2
Network with professionals in the financial advice sector. Attend relevant events or join online forums to connect with others in the field, which can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss how you can contribute to the team’s objectives. Think about specific examples from your past experiences that showcase your organisational skills and ability to work collaboratively with stakeholders.
✨Tip Number 4
Show your commitment to professional development by mentioning any relevant courses or qualifications you are pursuing. This will highlight your dedication to growing within the financial planning field.
We think you need these skills to ace Planning & Research Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Planning & Research Analyst role. Emphasise your understanding of Financial Advice and any previous roles where you provided support to others.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're passionate about the role. Mention specific aspects of the job description that resonate with you, such as the opportunity to work with key Financial Advice stakeholders.
Highlight Relevant Qualifications: If you have any qualifications related to Financial Planning or similar fields, make sure to mention them prominently. If you're working towards a diploma, include this information to show your commitment to professional development.
Showcase Your Organisational Skills: In your application, provide examples of how you've managed workloads effectively in the past. This is crucial for the role, so demonstrate your ability to stay organised and meet department objectives.
How to prepare for a job interview at Skipton Building Society
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of Financial Advice and related topics. Be prepared to discuss recent changes in the financial landscape and how they might impact the role, as this will demonstrate your commitment and expertise.
✨Communicate Clearly
Since excellent communication skills are crucial for this position, practice explaining complex financial concepts in simple terms. This will help you convey your ideas effectively during the interview and show that you can tailor your communication to different audiences.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Providing examples of how you've successfully handled multiple responsibilities in the past will highlight your organisational abilities, which are essential for this role.
✨Engage with Stakeholders
Prepare to talk about your experience working with various stakeholders. Share specific examples of how you've influenced or collaborated with others to achieve a common goal, as this will showcase your ability to build effective relationships within the team.