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?
Trainee Financial Planner
Who do you report to?
You’ll be reporting to the Business Development Manager, Ellie Dickens.
Who reports directly to you?
This role doesn’t hold any managerial responsibilities.
What is your ‘why’?
We know the importance of this 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 Trainee Financial Planner you will follow a structured training and development plan designed to support your transition into competent 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 ost importantly, make a meaningful difference in the lives of our clients.
Your 'why' is about more than just managing tasks and dealing with clients; 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:
- 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 a 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
Contract Length: Permanent
Hours: 35 hours per week
Please check out our Careers page and apply via the job link - https://informedfinancialplanning.co.uk/careers/
The starting salary for this role is £37,000 (£20.33/hr).
The salary scale is £37,000 (£20.33/hr) to £43,000 (£23.63/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
Please check out our Careers page and apply via the job link - https://informedfinancialplanning.co.uk/careers/
Pay: £37,000.00-£43,000.00 per year
Benefits:
- Additional leave
- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Free flu jabs
- Free parking
- On-site parking
- Paid volunteer time
- Private medical insurance
- Work from home
Experience:
- Paraplanning: 2 years (required)
Work Location: In person
