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Paraplanner - Turn Research into Clear Financial Plans
Job in
Milton Keynes, Buckinghamshire, MK10 0BX, England, UK
Listed on 2026-08-16
Listing for:
Skipton Building Society Group
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Skipton Building Society Group is seeking a Paraplanner to support Financial Advisers by turning complex research and customer data into compliant, well-supported recommendations. The role involves mid-appointment activity and preparing suitability reports to help members plan for their financial future.
You’ll be handling diverse financial planning cases, with opportunities for career progression into Adviser, Leader, Trainer or Technical Expert roles, while enjoying a structured benefits
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