Hours:
35 hours per week, Monday to Friday, flexible and hybrid working can be considered.
Salary:
£42,000 Per Annum
Closing Date:
Tue, 25 Feb 2025
The salary for this role is up to £42,000 per annum dependent on skills and experience.
We are recruiting for the latest member of our Advice Support Team, if you’ve experience in managing or leading a team within a regulated environment, proven ability of delivering department objectives and have a strong knowledge of all areas of Financial Advice, then we have the perfect opportunity for you.
Who Are We?
Not just another building society. Not just another job.
We’re the fourth biggest building society in the UK and what makes us a bit different is that we’re a mutual organisation. We don’t have shareholders; we’re owned by our members.
Our colleagues say Skipton’s a great place to work, and you could be one of them, bringing with you 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’ll be joining the Advice Support Team, who provides support to Skipton’s financial advisers on complex financial planning areas. They are predominantly responsible for liaising with financial advisers to help formulate advice, perform tax calculations as well as creating Suitability Reports and providing any other supporting documents that are required for the file.
As a member of our Advice Support Team, you will be an essential part of a dedicated group comprising four Advice Support Leaders and one Planning and Research Leader. At the heart of our mission lies an unwavering commitment to our customers, who are the focal point of all our endeavours.
We foster close collaboration with various teams within the Money business, with a special focus on the Financial Advice function, as well as cross-functional partnerships spanning the entire organisation.
Our fundamental role is to empower our Financial Advisers with the support, resources, and insights they need to consistently deliver exceptional service and solutions to our valued customers, ensuring their financial well-being remains our top priority.
What’s In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including;

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
• Holiday trading scheme allowing the ability to buy and sell additional annual leave days
• Matching employer pension contribution (up to 10% per annum)
• Colleague mortgage (conditions apply)
• Salary sacrifice scheme for hybrid & electric car
• A commitment to training and development
• Private medical insurance for all our colleagues
• 3 paid volunteering days per annum
• Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups
• We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership

What Will You Be Doing?

The role of Advice Support Leader is varied and challenging, you’ll be;

• Ensuring that robust quality control systems are in place to deliver day to day functions
• Creating suitability reports of a very high standard both in their content and accuracy
• Completing regular leader reviews as well as making certain teams & individuals understand what is expected of them
• Management and delivery of service level agreements and departmental KPI’s
• Provide input in working groups to ensure best practice and innovation as well identifying areas of improvement, embedding the updated FA strategy and driving this forward
• In addition to the above you will also be responsible for your leader’s performance both technically and behaviourally, driving the culture of our business at all levels.

What Do We Need From You?

• The ideal candidate would have a strong technical knowledge of financial advice planning and will have attained their level 4 diploma in financial planning
• Highly organised and comfortable with challenge
• Have a proven ability to develop and maintain effective working relationships, both internally and externally
• Experience of managing own personal development

• Ensuring that robust quality control systems are in place to deliver day to day functions
• Creating suitability reports of a very high standard both in their content and accuracy
• Completing regular leader reviews as well as making certain teams & individuals understand what is expected of them
• Management and delivery of service level agreements and departmental KPI’s
• Provide input in working groups to ensure best practice and innovation as well identifying areas of improvement, embedding the updated FA strategy and driving this forward
• In addition to the above you will also be responsible for your leader’s performance both technically and behaviourally, driving the culture of our business at all levels