Financial Planning Analyst

Hours

35 hours per week, Monday to Friday, on a 12 month fixed term contract. This role requires a Head Office presence 3 times a week.

£37,000 per annum (subject to skills and experience).

Tue, 17 Feb 2026

We are looking for experienced, fully qualified Paraplanners with a genuine passion for Financial Planning to join our Financial Planning Team. This role offers the opportunity to work at a senior level within the Financial Planning Team, applying expertise across a wide range of financial planning cases. The Financial Planning Team plays a critical role in enabling high quality and efficient recommendations to our members through technical and administrative support to our Financial Advisers.

You’ll be taking ownership of mid‑appointment activity and producing high quality, compliant Suitability Reports. This is a great way to explore your career in Financial Advice and can lead onto further roles in this industry such as Financial Adviser, Leader, Trainer and Technical expert.

The fourth biggest building society in the UK, a mutual organisation with no shareholders, owned by our members. Our colleagues say Skipton’s a great place to work, and you could be one of them, bringing new ideas on how we can keep customers at the heart of what we do. Whatever your background, and whatever your goals, we’ll help you take the next step towards a better future.

You will be joining the Financial Planning team, consisting of 54 colleagues with a variety of skills and experience, working with Financial Advisers and ensuring the best customer outcome is at the forefront of everything we do. We work closely with several teams across the Financial Advice function.

• Obtaining up‑to‑date research, analysing and interpreting customers’ existing investments, including tax calculations.
• Supporting the delivery of suitable advice, ensuring recommendations are robust, well‑evidenced and ultimately assisting members to achieve their financial goals.
• Inputting information and preparing suitability reports in line with compliance guidelines alongside supporting documents.
• Co‑ordinating and overseeing cases end‑to‑end, managing expectations and acting as an escalation point for technical or complex queries.

• Fully qualified to Level 4 (Diploma in Regulated Financial Planning/DipPFS or equivalent).
• Proven experience in a similar paraplanning position.
• Strong technical knowledge across holistic financial planning, including investment products and the financial market.
• Experience in formulating trust advice and retirement planning.
• Confident working closely with Financial Advisers, managing expectations and appropriately challenging stakeholders.
• Ability to solve complex technical problems, applying sound judgement and reasoning.
• A continuous improvement mindset, proactively identifying opportunities to enhance processes, ways of working and customer journeys.
• Acting as a senior member of the team, providing coaching, guidance and training.
• Alignment with our behaviours framework: be brave, be curious, be accountable, be collaborative.