Job Title: Paraplanner / Trainee Financial Adviser
Location: Hessle, East Riding of Yorkshire
Contract Type: Permanent, Full Time
Hours: 35 hours per week
About the Role:
We are seeking a driven and experienced Paraplanner to join our team at IFP. Reporting directly to the Senior Paraplanner, your main responsibilities in this role will involve writing suitability reports and letters, ensuring said documents are compliant and technically accurate. You will work within a team to ensure we deliver the best outcomes for our clients, managing tasks from research through to report writing and form preparation, whilst following a structured training and development plan designed to support your transition into a Financial Planner.
We might call this a Job Description, but it’s much more than a title – it’s your guide to success in this role. After reading this, you’ll know exactly what’s expected of you and what it takes to shine at IFP.
Who is this for?
This role is designed for someone with a strong work ethic who’s ready to put in the effort. At IFP, we set high standards because we’re dedicated to delivering our mission, vision and core values. We need someone who shares that commitment – someone who’s not afraid to roll up their sleeves and tackle challenges head-on.
What is the ‘official’ title for this role?
Paraplanner / Trainee Financial Adviser
Who do you report to?
You’ll be reporting to the Senior Paraplanner and, ultimately, to our Executive Director, Joe.
Who reports directly to you?
This role doesn’t hold any managerial responsibilities.
What is your ‘why’?
We know the importance of the Paraplanner role, but what matters most is that you do, too.
Your ‘why’ is at the heart of our vision of changing lives for the better and our mission that we believe you should be empowered to create a better future. We do this by providing independent financial advice, education and support. You’re in this for the long term, and so are we.
As a Paraplanner you will implement the new business journey, ensuring that you handle every step – from research to report writing and form preparation to submitting final recommendations – with care and precision. Additionally, by being a qualified member of the Paraplanning team who handles these tasks in a timely, efficient and accurate manner; you’re doing your bit to help ensure our clients receive the high-quality service that aligns with our client-centred approach.
In addition to these Paraplanning responsibilities, you will follow a structured training and development plan designed to support your transition into a Financial Planner. This program will equip you with the knowledge, skills, and experience needed to work directly with clients – guiding them towards their financial goals. By the end of the program, you’ll be positioned to provide independent, tailored advice and recommendations that empowers clients to achieve their aspirations and financial security.
Your dedication to our values; being mindful, acting with integrity and working collaboratively in order to achieve, directly impacts the exceptional service we’re known for. With your input and dedication to the role, our team can continue to earn 5-star reviews, uphold our reputation, and most importantly, make a meaningful difference in the lives of our clients.
Your ‘why’ is about more than just managing tasks; it’s about working with purpose and thriving in your role, ensuring every action you take, contributes to our overarching goal: to change lives for the better, including yours!
Key Responsibilities:
- Writing financial planning and suitability reports and letters using the appropriate research tools, ensuring the best client outcomes.
- Ensuring that the client file including Fact Find, Adviser meeting notes and product information is fully and comprehensively complete.
- Ensuring that client files, suitability reports and letters are fully compliant and technically accurate, liaising regularly with internal and external compliance support.
- Obtaining illustrations, information and valuations from product providers as required.
- Completing and checking tax calculations where necessary.
- Ensuring business is submitted to providers, promptly, accurately and within the agreed timescales.
- Providing support and training to educate and guide other staff members where required.
- Assisting with research required by IFP’s Proposition Team.
- Ensuring processes and workflows are followed in line with IFP standards.
- Maintain your daily task organiser, planning your workload, ensuring deadlines are met.
- Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors.
- Work in line with IFP’s CPD scheme and T&C scheme.
- Adhere to the cross-cutting rules and act in the spirit of the Consumer Duty to support the achievement of good Client Outcomes.
Skills & Experience Required:
- Achieved/working towards CII Level 4 Diploma in Regulated Financial Planning, followed by CII Level 6 Chartered Financial Planner, must include CII AF5 qualification (essential)
- 1 year experience in Paraplanning
- Full completion of the Financial Planner training programme (minimum 24-month period)
- Excellent knowledge of Microsoft 365 programmes and, desirably, Intelligent Office.
- Excellent organisation skills, with an ability to prioritise workloads and meet deadlines.
- Excellent verbal and written communication skills.
- Good grasp of English language and Mathematical concepts.
- Takes personal responsibility for consistently delivering high quality work with an excellent level of attention to detail.
Salary and Benefits:
The starting salary range for this role is £27,040 to £39,000 per annum, depending on experience and qualification progress towards Chartered status.
We place a strong emphasis on recognising and valuing our employees, and we take pride in the benefits we offer as an organisation, which include:
- Flexi working / working from home
- Bonus scheme
- Exam fees and materials reimbursed
- Pension
- Death in Service
- Critical Illness Cover
- Private Medical Insurance
- Christmas closure
- Enhanced Maternity/Paternity Pay
- Reduced corporate gym membership
- Cycle to work scheme
- Free eyesight testing
- House-move leave
- Team building days / social events
- Training allowances
- Professional body memberships
- Student discounts
- Modern and spacious workspace inc. shower facilities
- Free car parking
- Wellbeing team
- Volunteering programme
- Financial guidance
- KP Golf Club membership
How to Apply:
To apply, please click the ‘apply now’ button, or send your CV and a brief cover letter outlining your suitability for the role to [email protected]. Applications will be reviewed on a rolling basis.
We look forward to welcoming a dedicated and passionate Paraplanner to our team, where you’ll play a key role in helping us deliver exceptional service and make a real difference in our clients’ lives.