Financial Planner (South/West Yorkshire)
We are seeking a driven and experienced Financial Planner to join our team at IFP. Reporting directly to our Executive Director, your main responsibilities in this role will involve qualifying new leads, providing a holistic financial planning service, and ensuring the client file and associated documents are fully and comprehensively complete. You will work within a team to ensure we deliver the best outcomes for our clients, ensuring work in progress is completed within the specified timescale and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.
