Paraplanner

Skipton Building Society; Skipton; Hybrid; GBP 35,000 - 43,000; Full time

Benefits offered by this job

Annual bonus

Annual leave

Pension matching

Mortgage access to Skipton products

Flexible working

Private health insurance

Lifestyle perks

Job summary

Skipton Building Society is seeking a Paraplanner to support Financial Advisers with complex cases. You’ll transform detailed research, tax calculations and client information into compliant recommendations while coordinating mid-appointment activity and producing suitability reports.

With a Level 4 Diploma in Regulated Financial Planning (DipPFS) and paraplanning experience, you’ll handle holistic planning, investments and compliance requirements.

Qualifications

• DipPFS diploma or equivalent is required.
• Proven paraplanning experience across financial planning cases.
• Strong technical knowledge of holistic financial planning and investments.
• Experience turning technical detail into clear outputs with compliance in mind.
• Ability to manage adviser relationships and coordinate cases.

Responsibilities

• Obtain up-to-date research and analyse investments and tax calculations.
• Support delivery of suitable advice with robust, well-evidenced recommendations.
• Prepare suitability reports and input case information accurately.
• Translate technical detail into clear, compliant advice for members.
• Coordinate end-to-end case management and escalate complex queries.

Skills

DipPFS

Paraplanning

Financial planning

Investment knowledge

Compliance

Stakeholder management

Education

Level 4 Diploma in Regulated Financial Planning

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 Annum

Closing Date

Wed, 26 Aug 2026

Looking 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 Do

We'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.

• 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, well-evidenced and help members achieve their financial goals
• Completing mid-appointment activity on system, inputting information and preparing suitability reports in line with compliance guidelines, alongside supporting documents
• Turning technical detail into clear, compliant recommendations that support good member outcomes
• Co-ordinating and overseeing cases end-to-end, managing expectations and acting as an escalation point for technical or complex queries

What You’ll Need

• A Level 4 Diploma in Regulated Financial Planning, DipPFS, or equivalent
• Proven experience in a paraplanning role, with the confidence to work across a range of financial planning cases
• Strong technical knowledge of holistic financial planning, investment products, financial markets and relevant compliance requirements
• Experience shaping trust advice and retirement planning recommendations, turning technical detail into clear, well-evidenced outputs
• Comfortable 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 appropriate
• A proactive approach to continuous improvement, identifying opportunities to improve processes, customer journeys and ways of working across the team.

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.

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 here

Life at Skipton

We 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.

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.