Hours:35 hours a week, Monday to Friday, flexible and hybrid working can be considered.Salary:£72,000 Per AnnumClosing Date:Fri, 7 Feb 2025The salary for this role is up to £72,000 depending on skills and experienceWe’re looking for a Senior FA Technical Planning Lead to help ensure our financial advice proposition is competitive, provides value for money and is accessible to the mass market.We are looking for a person who can bring strong technical knowledge, the ability to monitor market trends/opportunities, as well as investment and/or advice proposition development experience. 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 become part of our FA Proposition Team, a group of 13 dedicated experts with deep knowledge in their field. From evaluating the broader technical aspects of our financial advice proposition, to managing key risks and delivering Skipton’s ongoing service offerings, the team plays a vital role in shaping our financial advice strategy. Our primary goal is to help our customers make their money work harder by maintaining and continually enhancing a financial advice proposition that is both accessible and focused on delivering positive outcomes. Collaborating closely with all areas of the business, we ensure our proposition consistently provides value to our customers.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 scheme25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 daysHoliday trading scheme allowing the ability to buy and sell additional annual leave daysMatching 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 membershipWhat Will You Be Doing?As Senior FA Technical Planning Lead you willServe as a key financial planning subject matter expert within the Financial Advice division.Ensure the financial advice proposition aligns with Consumer Duty requirements, delivering value for money to Skipton's target market and ensuring good customer outcomes.Design, develop, and maintain robust financial advice policies that support efficient advice journeys, drive positive customer outcomes, and address complex technical areas such as taxation, pensions, retirement planning, trust planning, and advice rules.Regularly review and update policies and guidance to ensure alignment with our financial advice proposition approach.Stay informed on legislative and regulatory changes, collaborating with the Head of Financial Advice Proposition to shape best practices across financial planning areas.Monitor the regulatory landscape to keep financial advice propositions and supporting documentation updated in response to changes or new requirements.Analyse the impact of industry trends and legislative developments, ensuring the advice proposition and policies remain accurate, relevant, and compliant.Act as a key contributor to working groups and project works treams, helping to shape and implement FA strategy.Collaborate with stakeholders on audits, quality assurance, and compliance monitoring activities to ensure adherence to standards.Provide expert technical input and support for complex cases requiring in-depth financial pl
anning knowledge.What Do We Need From You?We’re looking for someone who has worked in a similar role before and possesses the following skills, knowledge and experience.Ideally level 6 Advanced Diploma in Financial Planning (may consider level 4 dependent on experience)Customer focused and passionate about ensuring our financial advice proposition is accessible to as many of our customers as possible.Deep technical knowledge of financial planning and investment management products, services, pricing, and value.Experience in financial services proposition roles, ideally within the mass affluent management/advice sector.You’ll need strong stakeholder management skills, with the ability work effectively and build relationships with our senior leaders.You’ll be able to work autonomously in building knowledge and keeping up to date with industry trends.Strong relationship skills - creating trust and credibility alongside giving challenge and influence.Broad & adaptable communication skills and ability to strategically influence key stakeholders and broader audiences.Ability to analyse and interpret complex data, legislation, and industry developments and present findings in a relevant understandable format.Strong organisational skills and ability to designate resource appropriately to ensure potential risk areas are fully investigated and reported.Ability to construct, present and analyse MI relevant to all aspects of Financial Advice.
