FA Distribution Support

at  Skipton Building Society

Hours:
35 hours per week based in Head Office in Skipton
Salary:
£26,076 Per Annum
Closing Date:
Fri, 31 May 2024
A rare opportunity has arisen for a successful candidate to report directly into the Head of Financial Distribution, to support with a range of analysis requirements to help drive forward the Advice business. The role activities range from standard monthly analysis requirements, to understanding how the benefits of the advice strategy are being realised, as well as many ad-hoc pieces of work as required that will provide a great opportunity for personal development.
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 will be joining the Financial Advice Distribution team, consisting of Regional Managers, Senior Financial Advice Supervisors, Specialists and Advisers and liaising with the strategy team. These teams are at the forefront of providing our customers with financial advice in the fields of investments, pensions, inheritance planning and retirement, providing the highest levels of service.
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?
Developing and maintaining reports, dashboards, and visualizations using Excel and other BI tools to track key performance indicators (KPIs) and provide actionable insights. You will be collaborating with cross-functional teams to gather data sources, and ensure data accuracy and integrity.
The role will also involve Preparing and analysing MI data to identify trends, patterns, and areas for improvement for Advisor and FA Regional performance, and proactively communicate findings to key stakeholders.
What Do We Need From You?
As the role is very varied the candidate must be comfortable working with ambiguity and problem solving. The role requires senior stakeholder interactions so excellent communication and interpersonal skills are essential.
Advanced use of excel and Microsoft office applications essential.
This role is perfect for someone who is ambitious and career driven and wants to learn and understand the full picture of the advice business. It’s a great steppingstone to move up the gradings in the future into another area of the Money Business

Please refer the Job description for details