At a Glance
- Tasks: Support Financial Advisers in shaping financial recommendations and managing multiple cases.
- Company: Join Skipton, a mutual organisation dedicated to fairness and member support.
- Benefits: Competitive salary, annual leave, flexible working, and health perks.
- Other info: Opportunity to work towards the Diploma in Regulated Financial Planning.
- Why this job: Build specialist knowledge in financial services while making a real impact on members' futures.
- Qualifications: Strong organisational skills and attention to detail; interest in financial advice is a plus.
The predicted salary is between 26600 - 26600 £ per year.
Hours: 35 hours, per week, Monday to Friday on a 12 month secondment. Minimum of 3 days per week to be worked from Head Office.
Salary: £26,600 Per Annum
Closing Date: Wed, 26 Aug 2026
Looking for a role where you can build specialist knowledge, gain recognised qualifications and develop a long-term career in financial services? As a Planning Co-ordinator, you'll help members make progress towards their financial goals by supporting our Financial Advisers with the information, insight and documentation needed to shape suitable recommendations. From planning for retirement to making the most of investments, your work will play a part in helping members feel more confident about their financial future.
You'll build your understanding of investments and the financial planning process, while developing valuable technical and analytical skills. With the opportunity to work towards the Diploma in Regulated Financial Planning, this role can provide a strong foundation for a range of future career paths, whether that's progressing into Financial Advice or building your experience within supporting teams across the Financial Advice function.
At Skipton, we're founded on fairness. We exist to do right by our members - and we believe that starts with doing right by our people. So whoever you are and whatever you bring, there's a place for you here and a genuine plan for where you go next.
What You'll Do
- Support Financial Advisers with more complex advice cases, helping bring together the information needed to shape suitable recommendations for members.
- Analyse investment research, tax calculations and customer information to support clear, well-evidenced financial planning decisions.
- Prepare suitability reports and supporting documents that help Financial Advisers explain recommendations clearly to members.
- Complete mid-appointment activity on system, making sure case details are accurate, complete and ready for the next stage of the advice journey.
- Coordinate multiple adviser cases at once, balancing priorities, managing detail and keeping work moving to agreed timescales.
- Work closely with Financial Advisers and colleagues across the Financial Advice function to support a joined-up journey and help members make progress towards their financial goals.
What You'll Need
- The ability to bring structure to busy workloads, staying organised across multiple priorities and keeping things moving to agreed timescales.
- A strong eye for detail, with a commitment to quality and accuracy, especially when working with customer information, reports and case documentation.
- Comfortable interpreting information and using your judgement, while working collaboratively with Financial Advisers and supporting teams to keep cases moving and support good, fair customer outcomes.
- Able to communicate clearly, build strong working relationships with stakeholders, ask thoughtful questions, share updates, manage expectations and constructively challenge where appropriate.
- Awareness of Financial Advice, investment products or a regulated Financial Services environment would be helpful, along with curiosity and appetite to build on this knowledge while working towards the Diploma in Regulated Financial Planning.
Please note: support towards obtaining the Diploma in Regulated Financial Planning is only available to permanent colleagues.
What's In It For You
Your work matters. And the way we reward you matters, too. At Skipton, we offer pay and benefits that really do make life better, together with a genuine thank you for making a difference.
- Annual discretionary bonus scheme
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a max of 30 days
- Matching employer pension contribution (up to 10% per annum)
- Colleague Mortgages and access to Skipton products and services at discounted rates
- Flexible working to help balance your commitments
- Private medical insurance, health and wellbeing app, volunteering opportunities, cycle-to-work scheme, discounted gym memberships
- Lifestyle perks such as a Home and Tech voucher, which can be used at Currys, and IKEA
We're here to make life better for our members.
About Skipton. Our story began in 1853 in Skipton, North Yorkshire. Today, you’ll find us across England and Scotland, from Aberdeen to Plymouth. We help over a million members put down roots, save for what matters, and feel good about their money. As a mutual, they own us, so everything we do is for them. You'll feel that same fairness and purpose in how all 2,500 of our colleagues work together, too.
Planning Co-ordinator in Skipton employer: Skipton
Skipton Business Finance is an exceptional employer that fosters a culture of collaboration and innovation, making it an ideal place for professionals seeking to make a significant impact in the finance sector. With a strong commitment to employee development, you will have access to numerous growth opportunities while working in a supportive environment that values operational excellence and strategic leadership. Located in a vibrant area, our team enjoys a dynamic work-life balance and the chance to contribute to meaningful financial solutions for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Co-ordinator in Skipton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Skipton. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Planning Co-ordinator in Skipton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Skipton.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Skipton's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Skipton
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Skipton.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Skipton will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Skipton employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
