Planning & Research Analyst | Skipton, UK

Skipton; Skipton; Hybrid; GBP 25,000 - 36,000; Full time

Job summary

Join a leading building society as part of the Planning & Research Team, where you'll support Financial Advice initiatives and work towards obtaining a diploma in Financial Planning. Enjoy a flexible work environment, competitive salary, and numerous benefits. This role offers a chance to develop your skills while making a positive impact on customer outcomes.

Benefits

Annual discretionary bonus scheme

25 days of annual leave plus bank holidays

Matching employer pension contribution (up to 10%)

Private medical insurance

Training and development opportunities

Health and wellbeing benefits

3 paid volunteering days per year

Qualifications

• Strong understanding of Financial Advice.
• Willingness to study for relevant qualifications.

Responsibilities

• Guide advisers to ensure suitable customer outcomes.
• Support head office teams with technical aspects of Financial Advice.
• Investigate and resolve issues for customer satisfaction.

Skills

Communication

Organizational Skills

Stakeholder Engagement

Decision-Making

Education

Level 4 Diploma in Financial Planning

Job description

Hours:
35 hours per week, Monday to Friday. Flexible and hybrid working options are considered, with a weekly head office presence required.

Salary:
£35,700 Per Annum

Closing Date:
Tue, 27 May 2025

If you have a good understanding of Financial Advice, are an excellent communicator, and enjoy supporting others, this is a great opportunity to progress your career and work towards obtaining a diploma in Financial Planning.

Candidates will be recruited at entry, mid, or senior level within the progression scheme, depending on skills, experience, and qualifications. Salaries range from £25,880 to £35,700 per annum.

Who Are We?

Not just another building society. Not just another job.

We're the fourth biggest building society in the UK and are a mutual organization owned by our members, not shareholders.

Our colleagues say Skipton is a great place to work, and you could be one of them, bringing new ideas to keep customers at the heart of what we do.

Whatever your background and goals, we'll help you take the next step towards a better future.

You will join the Planning & Research Team, which offers variety and links with key Financial Advice stakeholders. We work closely with teams across the Money function, including Financial Planning, Quality Assurance, FA Proposition, and wider FA Distribution Teams. You will join a team of 8, comprising colleagues working towards or having achieved their Diploma in regulated Financial Planning.

What's In It For You?

Skipton values work/life balance and supports hybrid and flexible working. Our head office is recently refurbished, offering a vibrant and collaborative workspace.

Benefits include:

• Annual discretionary bonus scheme
• 25 days of annual leave plus bank holidays, increasing with service to a maximum of 30 days
• Holiday trading scheme to buy or sell additional leave
• Matching employer pension contribution (up to 10%)
• Colleague mortgage (conditions apply)
• Salary sacrifice scheme for hybrid & electric cars
• Training and development opportunities
• Private medical insurance
• 3 paid volunteering days per year
• Diverse colleague networks, including Carers and Pride groups
• Health and wellbeing benefits, including cycle to work and gym discounts

What Will You Be Doing?

Main responsibilities include:

• Understanding the FA Proposition and guiding advisers to ensure suitable customer outcomes
• Staying updated on FA Proposition changes and external market events
• Supporting head office teams with technical aspects of Financial Advice, including inheritance tax, retirement income, pensions, investments, and taxation
• Investigating and resolving issues to ensure customer satisfaction and accuracy
• Attending fund manager meetings and researching funds to ensure due diligence

What Do We Need From You?

• Strong organizational skills and workload management
• Ability to influence and engage stakeholders at all levels
• Up-to-date technical knowledge of Financial Advice
• Excellent communication skills, tailored to diverse audiences
• Ability to develop effective relationships internally and externally
• Effective decision-making and challenge skills
• Willingness to study for relevant qualifications
• For senior roles, a Level 4 Diploma in Financial Planning or equivalent is required