Paraplanner

Skipton Building Society; Skipton; On-site; GBP 33,000 - 45,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave + bank holidays

Pension contributions up to 10%

Private medical insurance

Hybrid/flexible working

Job summary

Skipton Building Society is seeking a Paraplanner to support Financial Advisers with complex cases, turning detailed research, tax calculations and client information into clear, compliant recommendations. You’ll obtain up-to-date research, analyse investments and customer data, and contribute to suitability reports, supporting the delivery of robust advice for members.

This 12‑month secondment is 35 hours per week, Monday to Friday, with a minimum of 3 days per week at Head Office in Skipton,

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent is required.
• Proven paraplanning experience is essential.
• Strong analytical skills and ability to interpret investments and tax data.
• Ability to produce robust, well-evidenced outputs and compliant recommendations.

Responsibilities

• Obtaining up-to-date research, analysing and interpreting customers’ existing investments, customer information and tax calculations.
• Supporting the delivery of suitable advice, ensuring recommendations are robust and well-evidenced.
• Completing mid-appointment activity on system, inputting information and preparing suitability reports in line with compliance guidelines.
• Turning technical detail into clear, compliant recommendations that support good member outcomes.
• Co-ordinating and overseeing cases end-to-end, managing expectations and assisting with complex queries.

Skills

Analytical thinking

Case coordination

Financial advisory knowledge

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent

Tools

Financial planning software

Job description

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:£39,000 Per AnnumClosing Date:Wed, 26 Aug 2026Looking for a role where your technical expertise can help members make confident decisions about their financial future?As a Paraplanner in our Financial Planning Team, you’ll support Financial Advisers with more complex advice cases, turning detailed research, tax calculations and customer information into clear, compliant recommendations. From mid-appointment activity to Suitability Reports, your work will help members plan for the moments that matter.You’ll bring strong analytical skills, coordinate multiple adviser cases and build your career in Financial Advice, with potential routes into Adviser, Leader, Trainer or Technical Expert roles.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 DoWe’re here to make our members’ money work harder. But it takes more than one kind of role to make that happen. Across our Money team, you’ll find people supporting savings, investments and financial advice, alongside the teams behind the scenes who keep things moving, spot what could work better, and help turn good ideas into practical change.Your key responsibilites will include:Obtaining up-to-date research, analysing and interpreting customers’ existing investments, customer information and tax calculationsSupporting the delivery of suitable advice, ensuring recommendations are robust, well-evidenced and help members achieve their financial goalsCompleting mid-appointment activity on system, inputting information and preparing suitability reports in line with compliance guidelines, alongside supporting documentsTurning technical detail into clear, compliant recommendations that support good member outcomesCo-ordinating and overseeing cases end-to-end, managing expectations and acting as an escalation point for technical or complex queriesWhat You’ll NeedA Level 4 Diploma in Regulated Financial Planning, DipPFS, or equivalentProven experience in a paraplanning role, with the confidence to work across a range of financial planning casesStrong technical knowledge of holistic financial planning, investment products, financial markets and relevant compliance requirementsExperience shaping trust advice and retirement planning recommendations, turning technical detail into clear, well-evidenced outputsComfortable solving complex technical problems and using sound judgement to support good, fair customer outcomes.Able to build strong working relationships with Financial Advisers and supporting teams, sharing updates, managing expectations and constructively challenging where appropriateA proactive approach to continuous improvement, identifying opportunities to improve processes, customer journeys and ways of working across the team.What’s In It For YouYour 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 scheme25 days standard annual leave + bank holidays + rising 1 day per year of service to a max of 30 daysMatching employer pension contribution (up to 10% per annum)Colleague Mortgages and access to Skipton products and services at discounted ratesFlexible working to help balance your commitmentsPrivate medical insurance, health and wellbeing app, volunteering opportunities, cycle-to-work scheme, discounted gym membershipsLifestyle perks such as a Home and Tech voucher, which can be used at Currys, and IKEAWe’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.It all means that life at Skipton is more exciting than you imagine.What it's like to work hereLife at SkiptonWe talk and we listen to each other. And we make decisions as a team. That way, you get all the support you need to do work that works for everyone.At Skipton we value work life balance and are proud to support hybrid and flexible working. This opportunity is for 35 hours per week, Monday to Friday on a 12 month fixed term contract and you’ll spend a minimum of 3 days a week collaborating with colleagues at our Head Office in Skipton.We also value what everyone brings to Skipton. And we create a fair place where you can be yourself. Our colleague networks play a big role in this. They connect people with similar life experiences and make our workplace warm, friendly, inclusive and welcoming.It’s not just our members who are important to us.You are, too.Lots of organisations talk about wellbeing, but they don’t always back it up. As a mutual, we put people first. And that includes the people who work here. So, when we say we care about your wellbeing, we mean it.Wellbeing isn't just one thing. It’s about feeling good, having energy, and being able to be yourself and perform at your best. That’s why we offer help for your mental and physical health across five key areas.What’s more, it’s help that you can actually use too - not just read about.Apply nowSounds like you? Then apply now.You don't need to tick every box - we look for people who care about our members and who want to grow at the same time. The rest can follow.