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 and even more so, someone who enjoys the nurturing role of providing training and driving a team.
What is the ‘official’ title for this role?
Senior Paraplanner
Who do you report to?
You’ll be reporting to our Paraplanning Manager, Sarah Kay.
Who reports directly to you?
This role doesn’t hold any managerial responsibilities but, as a Senior, the team will certainly be looking up to you for guidance.
What is your ‘why’?
We know the importance of the Senior 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.
In your role you oversee the new business journey, ensuring that every step – from research to report writing and form preparation to submitting final recommendations - is handled with care and precision. Additionally, by being a senior member of the team, you will assist in developing Paraplanners, providing direction, guidance and feedback in order to build technical knowledge and confidence across the team - making sure they are competent in all areas of their role.
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 leadership, 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 leading with purpose and thriving in your role, ensuring every action you and the team takes, contributes to our overarching goal: to change lives for the better, including yours!
Key Responsibilities:
Senior Responsibilities
- Leading in the training and onboarding of new team members.
- Provide guidance and technical support to Junior Paraplanners.
- Review and provide feedback on team output and accuracy to ensure quality standards and best practices within the team.
- Delivering team training on any new proposition initiatives, including writing guides for new processes.
- Supporting, motivating and driving the team to ensure all work and allocations are completed within agreed timescales to achieve new business targets.
- Providing support and training to educate and guide other staff members across the company.
- Assisting leaders with organisation of Paraplanning projects and delegating to those appropriate within the team when required.
- Being an active member of company focus groups, providing technical expertise as required.
Paraplanner 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.
- 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.
- Working 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 CII Level 4 Diploma in Regulated Financial Planning (essential).
- Achieved/working towards CII Level 6 Chartered Financial Planner (desirable).
- Previous experience of mentoring or training preferred.
- Previous paraplanning experience (essential).
- Excellent knowledge of Microsoft 365 programmes and, desirably, Intelligent Office.
- Excellent organisation skills, with an ability to prioritise workloads and meet deadlines.
- Demonstrable skills in the ability to both lead and motivate staff.
- 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.
Check out our Careers page and apply via the job link - https://informedfinancialplanning.co.uk/careers/
Location: Hessle, East Riding of Yorkshire
Contract Type: Full Time
Contract Length: Permanent
Hours: 35 hours per week
The starting salary for this role is £38,514 (£21.16/hr).
The salary scale is £38,514 (£21.16/hr) to £45,864 (£25.20/hr) 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:
o Flexi working / working from home
o Bonus scheme
o Exam fees and materials reimbursed
o Pension
o Death in Service
o Critical Illness Cover
o Private Medical Insurance
o Christmas closure
o Enhanced Maternity/Paternity Pay
o Reduced corporate gym membership
o Cycle to work scheme
o Free eyesight testing
o House-move leave
o Team building days / social events
o Training allowances
o Professional body memberships
o Student discounts
o Modern and spacious workspace inc. shower facilities
o Free car parking
o Wellbeing team
o Volunteering programme
o Financial guidance
o KP Golf Club membership
Check out our Careers page and apply via the job link - https://informedfinancialplanning.co.uk/careers/
Pay: £38,514.00-£45,864.00 per year
Work Location: In person
