Paraplanner
Are you an experienced Paraplanner who takes pride in doing things properly?
Do you enjoy the technical side of financial planning, have a strong eye for detail and take personal responsibility for producing high\-quality work?
At Informed Financial Planning, we're looking for someone who combines technical ability with a strong work ethic and a genuine desire to deliver great outcomes for clients.
We're an independent, Chartered Financial Planning firm based in Yorkshire, established in 2004\. For more than 20 years, we've helped individuals, families and business owners make informed decisions about their financial futures.
Our vision is simple:
Changing Lives for the Better.
If you're looking for a role where your work genuinely matters and where you can build a long\-term career with a team that cares about doing things well, we'd love to hear from you.
About the Role
As a Paraplanner, you'll work closely with our Financial Planners to deliver the new business journey from research through to recommendation and implementation.
You'll be responsible for producing high\-quality suitability reports, carrying out research, preparing technical information, completing calculations, obtaining provider information and ensuring business is submitted accurately and on time.
You'll also make sure client files are complete, compliant and technically accurate, while identifying and removing anything that could delay the advice process.
This is a role where accuracy, ownership and getting things done really matter.
What You'll Be Doing
- Preparing financial planning and suitability reports and client correspondence
- Carrying out research to support recommendations and good client outcomes
- Ensuring client files are complete, accurate and compliant
- Obtaining illustrations, valuations and information from product providers
- Completing and checking tax calculations where required
- Preparing and submitting new business accurately and within agreed timescales
- Managing your workload and meeting deadlines
- Following IFP processes and workflows
- Working closely with Financial Planners, colleagues, providers and professional partners
- Supporting colleagues through knowledge sharing and guidance where appropriate
- Maintaining your CPD and working within our T\&C framework and Consumer Duty requirements
Previous paraplanning experience is essential.
We're looking for someone who knows their craft, takes personal responsibility for their work and genuinely cares about getting things right.
You'll ideally have:
- Previous experience working as a Paraplanner
- CII Level 4 Diploma in Regulated Financial Planning
- Excellent attention to detail and a commitment to high\-quality work
- Strong organisational skills and the ability to manage competing priorities
- Excellent written and verbal communication skills
- A strong work ethic and a proactive approach
- The ability to take ownership and meet deadlines without needing to be chased
- Excellent Microsoft 365 skills
- Intelligent Office experience would be advantageous
Technical ability is important, but so are attitude, reliability and pride in your work.
Why Join Informed Financial Planning?
We believe in developing our people and building careers, not simply filling roles.
You'll join a team where Mindfulness, Integrity, Collaboration and Achievement guide how we work with our clients and each other.
We offer:
- £31,584 – £43,134 salary (dependant on qualifications and experience)
- 35\-hour working week
- Flexible, hybrid or fully remote working
- Bonus scheme
- Private Medical Insurance
- Critical Illness Cover
- Death in Service
- Pension
- Enhanced Maternity/Paternity Pay
- CII exam fees and study materials reimbursed
- Training allowance and professional memberships
- Christmas office closure
- Wellbeing Team, volunteering and social events
- Cycle to Work Scheme and reduced gym membership
- Free parking at our Hessle office
- Financial guidance and KP Golf Club membership
We're looking for an experienced Paraplanner who wants to be part of a team that cares about doing things properly.
If you have the experience, work ethic and attention to detail to make a real contribution, we'd love to hear from you.
Apply today and start your next chapter with Informed Financial Planning.
Find out more about life at IFP and our current opportunities on our Careers page:
https://informedfinancialplanning.co.uk/careers/
Experience: Paraplanning – essential
Job Type: Full\-time, Permanent
Hours: 35 hours per week
Work Location: Hessle, East Riding of Yorkshire / Fully Remote Working
Pay: £31,584\.00\-£43,134\.00 per year
Work Location: Hybrid remote in Hessle HU13 0EG
This listing is from Indeed. View original listing ↗