Planning Co-ordinator

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.

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:

• 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

• 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.

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,…