Paraplanner

skipton; Skipton; On-site; GBP 35,000 - 43,000; Full time

Benefits offered by this job

Annual discretionary bonus scheme

25 days standard annual leave + bank &

Matching employer pension contribution

Private medical insurance

Flexible working

Home and Tech voucher

Job summary

Skipton is seeking a Paraplanner to join our Financial Planning Team in a 12-month secondment. You’ll support Financial Advisers with complex research, tax calculations and customer information to produce clear, compliant recommendations.

Your role includes mid-appointment activity, preparing suitability reports, and turning technical detail into robust outputs, while coordinating cases end-to-end and building strong adviser relationships for effective client outcomes.

Qualifications

• A Level 4 Diploma in Regulated Financial Planning, DipPFS, or equivalent.
• Proven paraplanning experience across financial planning cases.
• Strong knowledge of holistic financial planning and investments.
• Experience shaping trust and retirement planning outputs.
• Able to build relationships with advisers and teams; proactive improvement.

Responsibilities

• Obtain up-to-date research and analyse investments and tax calculations.
• Support delivery of suitable advice, ensuring recommendations are robust and well-evidenced.
• Complete mid-appointment activity and prepare suitability reports.
• Turn technical detail into clear, compliant recommendations.
• Coordinate and oversee cases end-to-end; manage expectations.

Skills

Paraplanning

Analytical

Stakeholder management

Financial planning

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

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.

Your key responsibilities will include:

• 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

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 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 colleag