About this role
Senior Paraplanner position within the Financial Planning team at Skipton Building Society on a 12-month fixed-term contract. The role is senior-level, based in a mutual banking organisation, and offers progression opportunities into advisory, leadership, training, or technical expert roles. The position is 35 hours per week with hybrid working requiring three days per week in head office.
Required Skills
- Paraplanning
- Suitability Reports
- Financial Planning
- Investment Research
- Tax Calculations
- Retirement Planning
- Trust Advice
- Stakeholder Management
- Problem Solving
- Coaching
Qualifications
- Diploma in Regulated Financial Planning (Level 4)
- DipPFS