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- Tasks: Write financial planning reports and ensure compliance for top-notch client service.
- Company: Join IFP, a dedicated team focused on changing lives through financial advice.
- Benefits: Competitive salary, quarterly bonuses, flexible hours, and health perks.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: CII Level 4 Diploma required; experience in paraplanning is a plus.
- Other info: Dynamic work environment with opportunities for professional development.
The predicted salary is between 30000 - 41000 £ per year.
Overview
We are seeking a driven and experienced Paraplanner to join our team at IFP. Reporting directly to the Senior Paraplanner, your main responsibilities involve writing financial planning and suitability reports and letters, ensuring documents are compliant and technically accurate. You will work within a team to deliver the best outcomes for our clients, managing tasks from research through to report writing and form preparation.
Location: Hessle, East Riding of Yorkshire
Contract Type: Permanent, Full Time Hours: 35 hours per week
About the Role: We are seeking a driven and experienced Paraplanner to join our team at IFP. Reporting directly to the Senior Paraplanner, your main responsibilities involve writing suitability reports and letters, ensuring documents are compliant and technically accurate. You will work within a team to deliver the best outcomes for our clients, managing tasks from research through to report writing and form preparation.
We aim to provide a clear guide to success in this role so you know what is expected and how to shine at IFP.
Who is this for? This role is designed for someone with a strong work ethic who is 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 and is not afraid to tackle challenges head-on.
Official title: Paraplanner
Reporting to: Senior Paraplanner and ultimately to our Executive Director, Joe
Why this role matters Our Paraplanner handles tasks in a timely, efficient and accurate manner to help ensure clients receive high-quality service aligned with our client-centred approach. Your contribution supports our mission to change lives for the better through independent financial advice, education and support.
Values Mindful, Integrity, Collaboration — these guide our service delivery and client outcomes.
Key Responsibilities:
- Writing financial planning and suitability reports and letters using appropriate research tools to achieve the best client outcomes.
- Ensuring client files (Fact Find, Adviser meeting notes, product information) are complete and accurate.
- Ensuring client files, suitability reports and letters are compliant and technically accurate, liaising with compliance support as needed.
- Obtaining illustrations, information and valuations from product providers as required.
- Completing and checking tax calculations where necessary.
- Submitting business to providers promptly and within agreed timescales.
- Providing support and training to educate and guide other staff members where required.
- Assisting with research required by IFP’s Proposition Team.
- Following processes and workflows in line with IFP standards.
- Maintaining daily task organiser, planning workload and meeting deadlines.
- Delivering a professional service for clients, providers, partners, and visitors.
- Working in line with IFP’s CPD and T&C schemes.
Skills & Experience Required:
- Achieved CII Level 4 Diploma in Regulated Financial Planning (essential).
- Working towards CII Level 6 Chartered Financial Planner (desirable).
- Minimum 1 year experience in a paraplanning role.
- Excellent knowledge of Microsoft 365; knowledge of Intelligent Office is desirable.
- Excellent organisational skills with the ability to prioritise and meet deadlines.
- Excellent verbal and written communication skills.
- Strong English language and mathematical skills.
- Consistently delivers high-quality work with great attention to detail.
Salary and Benefits:
- £30,160 – £41,080 per year
- Quarterly bonus
- Additional leave
- Company events
- Company pension
- Cycle to work scheme
- Enhanced maternity and paternity leave
- Financial planning services
- Flexitime
- Free flu jabs and parking
- Life insurance
- Private medical insurance
- Work from home
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.
We look forward to welcoming a dedicated and passionate Paraplanner to our team, where you’ll play a key role in helping us deliver exceptional service and make a real difference in our clients’ lives.
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Paraplanner employer: Informed Financial Planning
Contact Detail:
Informed Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a Paraplanner role!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial planning concepts confidently. We recommend practising common interview questions with a friend or even in front of the mirror to nail that delivery!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like reports or letters you've written. This will demonstrate your attention to detail and compliance knowledge, which are key for a Paraplanner role at IFP.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at IFP. Let’s make a difference together!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications, like the CII Level 4 Diploma. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your values align with ours at IFP. Keep it concise but impactful – we love a good story!
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. This shows us that you take pride in your work and understand the importance of compliance and technical accuracy.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Informed Financial Planning
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around writing suitability reports and compliance. Familiarise yourself with the tools and software mentioned in the job description, like Microsoft 365 and Intelligent Office, so you can confidently discuss how you would use them in your role.
✨Showcase Your Experience
Prepare to talk about your previous paraplanning experience. Think of specific examples where you’ve successfully managed tasks from research to report writing. Highlight any challenges you faced and how you overcame them, as this will demonstrate your problem-solving skills and commitment to high standards.
✨Emphasise Teamwork
Since this role involves working closely with a team, be ready to discuss your collaborative experiences. Share examples of how you’ve supported colleagues or contributed to team projects, showcasing your ability to work towards common goals and deliver exceptional client outcomes.
✨Align with Their Values
Familiarise yourself with IFP’s values: Mindful, Integrity, Collaboration. During the interview, weave these values into your responses. Show how your work ethic and approach align with their mission to provide high-quality service and make a difference in clients' lives.
