At a Glance
- Tasks: Qualify leads, shadow meetings, and provide financial planning advice in a supportive environment.
- Company: Join a forward-thinking financial planning firm with a focus on client care.
- Benefits: Enjoy flexible working, exam reimbursements, and comprehensive health coverage.
- Other info: Dynamic workspace with excellent growth opportunities and a supportive team.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: CII Level 4 Diploma required; experience in Paraplanning is a plus.
The predicted salary is between 37000 - 43000 € per year.
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.
- Assisting and presenting 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, including 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.
- Adhering to the cross-cutting rules and acting 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 years 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 closure, enhanced 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 including shower facilities.
Trainee Financial Planner in Hessle employer: Informed Financial Planning
As a Trainee Financial Planner at IFP, you will join a supportive and dynamic team in Hessle, East Riding of Yorkshire, where your professional growth is prioritised through comprehensive training programmes and mentorship. Enjoy a flexible working environment, competitive salary, and a range of benefits including exam fee reimbursements and private medical insurance, all while contributing to a culture that values high-quality client service and collaboration. With opportunities for networking and brand awareness initiatives, IFP is committed to fostering your career in financial planning within a modern and well-equipped workspace.
Contact Detail:
Informed Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner in Hessle
✨Network Like a Pro
Get out there and start networking! Attend industry events, seminars, or even local meet-ups. The more people you connect with, the better your chances of landing that Trainee Financial Planner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about financial planning and how you can contribute to their team. Let them see your passion and expertise in action.
✨Follow Up Like a Boss
After any interview or networking event, make sure to follow up with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role!
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources. We’ve got loads of tips and tools to help you ace your job search and land that dream position in financial planning!
We think you need these skills to ace Trainee Financial Planner in Hessle
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your CII qualifications and any relevant paraplanning experience to show us you’re the right fit for the Trainee Financial Planner role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning. Share specific examples of how you've demonstrated excellent organisation skills or provided high-quality service in previous roles.
Showcase Your Communication Skills:Since excellent verbal and written communication is key, ensure your application is clear and concise. Use proper grammar and structure to demonstrate your grasp of the English language and attention to detail.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Informed Financial Planning
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the specific qualifications required for the role. Brush up on your CII Level 4 and 6 knowledge, as well as any relevant regulations. This will show that you’re serious about the position and ready to contribute.
✨Showcase Your Organisation Skills
Since the role involves managing client files and ensuring deadlines are met, be prepared to discuss how you prioritise tasks and stay organised. Bring examples of how you've successfully managed workloads in the past, and maybe even share a few tips on your daily task management.
✨Demonstrate Team Spirit
This job requires collaboration with support staff and external partners. Be ready to talk about your experience working in teams and how you’ve contributed to group success. Highlight any instances where you’ve helped improve processes or supported colleagues.
✨Prepare for Client Interaction
As you’ll be providing advice and possibly presenting seminars, practice your communication skills. Think about how you would explain complex financial concepts in simple terms. You might even want to role-play a client meeting scenario to boost your confidence.
