Key Responsibilities
* Qualifying new leads that are received by the business through various sources.
* Shadowing Ongoing Strategy Meetings, First Meetings/Discovery and Presentations.
* Dealing with day‑to‑day administration and handling follow‑up tasks such as ensuring client files including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete.
* Providing holistic financial planning advice to clients in a supervised environment.
* Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.
* Assist and present company focus group seminars, providing technical expertise as required.
* Ensuring processes and workflows are followed in line with IFP standards.
* Maintaining your daily task organiser, planning your workload, ensuring deadlines are met.
* Delivering an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors.
* Looking for new business opportunities to enhance your own and IFP’s client base. This will include working with external professional partners, encouraging client referrals and networking to raise IFP’s brand awareness.
* Working in line with IFP’s CPD scheme and T&C scheme and ensuring your annual Statement of Professional Standing is up to date.
* 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 CII Level 4 Diploma in Regulated Financial Planning.
* Working towards/Achieved CII Level 6 Chartered Financial Planner, must include CII AF5 qualification (essential).
* 2 year experience in Paraplanning.
* Full completion of the Financial Planner training programme (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.
Location
Hessle, East Riding of Yorkshire
Contract Type
Full Time
Hours
35 hours per week
Salary
The starting salary is £37,000 (£20.33/hr), scaling to £43,000 (£23.63/hr) per annum depending on experience and qualification progress towards Chartered status.
Benefits
* Flexi working / working from home
* Exam fees and materials reimbursed
* Death in Service
* Critical Illness Cover
* Private Medical Insurance
* Christmas closureEnhanced Maternity/Paternity Pay
* Reduced corporate gym membership
* Cycle to work scheme
* Free eyesight testing
* House-move leave
* Training allowances
* Professional body memberships
* Modern and spacious workspace inc. shower facilities
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