Financial Planner (East Yorkshire) in Hessle

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.

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.

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 will be dealing with clients directly to help change their lives for the better. This will involve work with both new clients and those who have already started their journey with IFP. As a Financial Planner, you will play a vital role in guiding our clients toward achieving their financial goals. By understanding their unique circumstances and dreams, you will provide independent advice and recommendations to help them achieve their aspirations and financial security.

Throughout the client journey you will communicate with all teams at IFP to work towards excellent outcomes for our clients in a timely manner. 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.

Key Responsibilities:

• Qualifying new leads that are received by the business through various sources.
• Providing a holistic financial planning service to all clients who fall within our target market.
• Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete.
• Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate.
• Providing support and training to educate and guide other staff members.
• 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.
• 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).
• Experience working with clients in a financial planner capacity (essential).
• Strong verbal communication, written communication, presentation and rapport building skills.
• Excellent organisation skills, with an ability to prioritise workloads and meet deadlines.
• Takes personal responsibility for consistently delivering high quality work with an excellent level of attention to detail.

Salary and Benefits:

• Salary dependent on experience and qualification progress towards Chartered status.
• Flexi working / working from home.
• Bonus scheme.
• Pension.
• Private Medical Insurance.
• Team building days / social events.
• Modern and spacious workspace inc. shower facilities.

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 s.sharp@informedfinancialplanning.co.uk. Applications will be reviewed on a rolling basis.