Planning Co-ordinator

skipton; Skipton; On-site; GBP 24,000 - 29,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave

Employer pension contribution to 10%

Private medical insurance

Flexible working

Discounted Skipton products

Job summary

Skipton is seeking a Planning Co-ordinator to support Financial Advisers and help members make progress towards their financial goals. You will gather information, analyse investment research and provide documentation to shape suitable recommendations, from retirement planning to investments.

This role offers Diploma in Regulated Financial Planning progression and a strong foundation for future career paths.

Qualifications

• Support advisers with complex cases and prepare suitable recommendations.
• Analyse investment research and customer information for planning decisions.
• Prepare suitability reports and supporting documents for advisers.
• Coordinate multiple adviser cases and meet timescales.

Responsibilities

• Support Financial Advisers with complex advice cases and gather information.
• Analyse investment research, tax calculations and customer data.
• Prepare suitability reports to explain recommendations.
• Complete mid-appointment activity and keep case details ready.
• Coordinate multiple adviser cases and manage priorities.
• Collaborate with advisers to ensure a joined-up journey.

Skills

Time management

Attention to detail

Communication

Organisational skills

Judgement

Education

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: £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.

It all means that life