Paraplanner

SBS Skipton Building Society; Skipton; On-site; GBP 35,000 - 43,000; Full time

Benefits offered by this job

Annual bonus

Holidays 25+

Pension 10%

Private medical

Flexible working

Lifestyle vouchers

Job summary

SBS Skipton Building Society is seeking a Paraplanner to join our Financial Planning Team on a 12-month secondment. You will support Financial Advisers with complex cases, turning research and tax calculations into compliant recommendations.

Based at our Head Office in Skipton with hybrid working options, the role emphasises analysis, case coordination and robust client outcomes. A Level 4 Diploma in Regulated Financial Planning is required.

Qualifications

• Proven paraplanning experience with complex cases.
• Strong knowledge of holistic financial planning and investments.
• Understanding of compliance requirements in financial advice.
• Ability to produce well-evidenced outputs and suitability work.

Responsibilities

• Obtain up-to-date research and analyse customer investments and tax calculations.
• Support delivery of suitable advice with robust recommendations.
• Prepare mid-appointment activity and suitability reports per guidelines.
• Turn technical detail into clear, compliant recommendations.
• Coordinate end-to-end cases and manage expectations.

Skills

Paraplanning experience

Strong analytical skills

Coordinating cases

Regulatory/compliance knowledge

Research and data interpretation

Education

A Level 4 Diploma in Regulated Financial Planning, DipPFS, or equivalent

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

Your key responsibilites 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

• 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 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 is not 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 can actually be used too - not just read about.

Why Skipton

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 are 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. Why? It’s just the way we are. We care about sustainability and look to the long‑term for both colleagues and customers. And we know that when we build better futures as individuals, we build better futures as a business.